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Strategies & Market Trends : The Millennium Crash -- Ignore unavailable to you. Want to Upgrade?

To: Dan Hamilton who wrote (4739)	12/8/1999 3:33:00 PM
From: Arik T.G.	Read Replies (2) \| Respond to of 5676

First, prepare for y2k - Batteries, water and cash. Second, Cash in on all equities. A balanced portfolio should hold only best goverment bills (no munis), conservative MM funds and some gold. I advocate holding a few low premium gold coins as well, just to feel totaly prepared. I will increase on the small BEARX position I hold from $7.5 . When I see a 2-2.5B shares down day on the Naz I believe it would be all over. Short the market - lock stock and barrel. My favorite short candidate is of course AMZN. While MSFT, CSCO, QCOM and INTC are trading around 3 times their fundamental value IMO, AMZN is realy worth $1-2B IMO. ATG