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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (18572)	1/13/2000 8:40:00 AM
From: KM	Read Replies (1) \| Respond to of 57584

<<I am still under the belief that if the markets could trade freely, we would be moving upward right now. But I feel the largest brokerage houses have committed to some preset bottom trigger point, where they will pile load all that sidelined money of their best investors. Meanwhile, the individual investor is being squeezed out of the markets, by the depressing media and declining high-techs that individual investors hold so heavily. And when we finally scream "Uncle!", and sell all our babies then the markets will turn on a dime. . . .leaving the individual investors sitting there holding their sell confirmations.>> You need only to watch level 2 on some of the high flyers to know the truth of that statement. Jim Cramer has written several columns lately on the ridiculous market making practices and lack of liquidity in the hotter names at the moment. You can almost feel the hostility right through the computer screen. Quite an amazing thing. I saw something similar in YHOO this summer. A good friend of mine had a large position so I watched it myself. After the July earnings, it was driven down relentlessly to a final washout at about 120 or so. Once it bottoms and every last margined person has been blown out, suddenly it's Goldman's "focus stock" and you know the rest of the story. I get mad just thinking about this kind of garbage, but it's a good reason not to get overmargined.

To: Rande Is who wrote (18572)	1/13/2000 11:27:00 AM
From: Wolff	Read Replies (1) \| Respond to of 57584

Thanks Rande, I surely knew you would appreciate the effort. I think this scenerio is more likely than not, but beyond that I think the evaluation of Intel remains strong. A Next-Generation (Dolphin, X-Box,PSX2,Dreamcast) game machine with a VGA out, parallel port, USB port, and keyboard mouse (via USB of course) is a serious contender for all home applications instead of a Wintel machine. Yes that means that Netscape builds a custom browser for it. Yes that means there is no Microsoft software on the machine except plugins, yes that means that Java utilized in its true sense, Yes that means that you don't need an Intel CPU, yes that means Daisy- chained USB devices. Most people are unaware that US video game sales are greater than the movie industry. Anyway, the meltdown is a theory, an educated guess, a hypothesis, we shall see, but I am on the record. It was no vision or anything, its my intuition, my big fat gut told me, feed the gut. Its easy for me to blown out here, Intel just has to meet everyones expectations. Cheers Wolff