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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: swisstrader who wrote (61592)	1/12/2000 5:34:00 PM
From: yossarian67	Read Replies (1) \| Respond to of 108040

I shorted YHOO at $500...........then again maybe not.

To: swisstrader who wrote (61592)	1/12/2000 5:37:00 PM
From: Wes Stevens	Read Replies (1) \| Respond to of 108040

One famous shorter A@P is long ISIP.

To: swisstrader who wrote (61592)	1/12/2000 10:01:00 PM
From: puborectalis	Read Replies (1) \| Respond to of 108040

Interesting linux comments from Clearstation thread...... From : dholland Jan 12 2000 6:19PM Replying To : JAGJR (post 106) Title : Linux and the future - one opinion Larry Augustin had a great spot on CNBC and I think hit the nail on the head. The growth of this company is going to be dependent a great deal on the growth of eCommerce. LNUX has a pretty good offering but they are going to get some heavy competition from players that do essentially the same thing - Dell, Compaq, etc. I think the larger companies are sort of in 'me too' mode right now. They are not going to invest a great deal of money in the Linux thing until they 'see' the money in it. When the money does shop up there I think they will step in hard. Dell hasn't enjoyed the kind of growth they had a year or so ago and this would be one _simple_ way to get a boost - if it happens. The spread of Linux to the desktop is going to be dependent on the so called 'Killer App' showing up - namely something like Office. Think about it - most home users flip the computer on, do some email, compose some documents, and manage their finances. There needs to be a value add to go through the hassle of embracing a new OS. Also, most people bring work home - so someone needs to solve the compatibility issue. KDE has some stuff that looks real good, a few other offerings also look good. I personally think that the desktop market isn't going to landslide very quickly. Power users are going to move sooner because UNIX offers them more control and that is a value add to them. The moms and dads of the world are more interested in turning the machine on and simplifying their life. UNIX is a MUCH better OS to have handling your eCommerce work and the cost makes sense for lowering the bottom line. The increased complexity of setting these systems up is being simplified by the increase in UNIX expertise. There are some security issues that will need to be resolved but the fact remains that Linux is just more efficient and cost effective to solving small to medium sized eCommerce challenges. . . in my humble opinion. dano

To: swisstrader who wrote (61592)	1/12/2000 11:15:00 PM
From: Autumn Henry	Read Replies (1) \| Respond to of 108040

Fresh-mindedness I went LONG YHOO at 498!! and I am honest about it and it turned at about 501 and hasn't been up close since .....:) don't worry I had a short leash.....been practicing trading high, high stocks here and there so it is not an anomoly or as my trading son says: "this is mind-boggling" I do not want mind-boggling to be a descriptive something I am familiar with in trading.....I would rather see something as an opportunity I can choose to act on and take. I tell him as long as you think something in trading is "mind boggling" and can't "accept" it with your mind you are limiting yourself from participating in certain kinds of trading opportunities cause your mind won't let you accept it and make sense of it and will not allow you to trade lucrative things like a YHOO that high. I can remember we decided finally that 400 was a good entry to get in QCOM (we didn't do it cause the idea caught us off guard and was our first bold consideration but we were right!)....and that is when I decided I had heard the words "mind-boggling" too often and he was frozen from trading for over a hot month recently cause his poor consciousness could not accept the constant heat wave and the high numbers happening. (perhaps it is like a high diving....but I use tiny shares just to crack the hardened mind on it so my mind is clear when trading---if you try to crack your hardened mind with huge shares I think it is too much and is better to build on it if you feel you are getting the hang of the game). For instance, Mogul trades huge, to me, shares---4,000 this and that---but he is used to it and it feels the same to him as something else smaller feels to someone else. But the important thing for me is to remain fresh minded while in an experienced mind. And that is one of those trades that was used more as a flexibility and fluidity purpose behind it....and --- I didn't die!! and it is so surprising that 5 points against you at that level is like a spread....:) Actually QCOM was more startling to trade with it's rush of move per 5 min. bar. YHOO was more "civilized". QCOM near the end was a wild man...:) Why bother? because when I started trading I did penny stocks to get more cluck for my buck (I was very naive). Then a short time later on had some harrowing experiences with trading learning the hard way. I grew hardened without my realizing it from a lot of things that "just doesn't make sense"....you know all the bubble talk and such going around. I found I could not trade extremely lucrative situations cause my mind had closed the door at some point somewhere and I could not "leap".... After realizing this and suffering the pain of a closed mind and missing wonderful fabulous opportunities like that I worked to open my mind again like it was when I started. There is something wonderful about a "fresh mind" mixed with experience that is a great blend. Just having the fresh mind is like being a lamb and those wolf experiences are right around the corner. I see them here when some of the little lambs don't understand these POS and other type of short term mo-mo plays and several days later their plaintive voices are asking the group..."is anyone still in ABC anymore???....." Oh, that is painful and I remember that. You have to know what the signs and rules are for those kind of plays.....they can get stale very fast and you are the guy holding the stick in the relay race with no one to be seen anymore(I think at the time--are they still in that??? that was over 3 days ago??!--don't they understand that game and how to play it?) and that is a bummer and you wonder what happened to you. Conversely if you have too much rational mind you miss the whole internet revolution and B2B opportunities and run up's and POS's and all sorts of day after day run-ups that make no sense per se but make big bucks. Anyway the point is that I could not have gotten into QCOM and gotten that l00 point overnight move if I had been rational that final day of it's glory. And I would have possibly still been in it in a losing way if I was too much of a fresh mind trader. And to regroup I would say that that daring purchase of YHOO at 498 even though it was a loss had the potential of it being a winning trade because it was on a run that day and hot and could have easily gone on but it seemed like there was an agenda to it....(mm's? and options?) but as sometimes is the case it just "stopped"....just like that and never looked back. And having been at the top I will tell you to me it did not feel like a l50 point short....and anyone who would have said that then I think would have just been lucky cause it had energy and really felt "false" to top there. And I survived it...:) and it freshed my mind and I was able to take other opportunities because of it and had a very lucrative 6 weeks while my son just stood like a deer in the headlights because of all the heat and excess cause his mind was too rational and because he had not "practiced" on these other types of fresh mind experiences and so he had to sit on the sidelines waiting for something he could deal with while the world passed him by. Been there......done that.....and it is no fun.... Autumn (written hastily)