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To: Voltaire who wrote (1579)	1/29/2000 12:33:00 PM
From: Bruce Denney	Respond to of 35685

Voltair, hope you are feeling much better. I have to agree with you and will post this old adage. You buy em when their crying and sell em when their yelling. Another important week in front of us. Interesting times ahead. regards, BD

To: Voltaire who wrote (1579)	1/29/2000 12:53:00 PM
From: candide-	Read Replies (1) \| Respond to of 35685

Volt, I'm sitting on some Feb 170s and April 200s. IYO Do I have a snowballs chance of getting anything out of the Febs., if so when to unload, and any thoughts on unloading the Aprils?

To: Voltaire who wrote (1579)	1/29/2000 1:10:00 PM
From: ZOOB	Read Replies (1) \| Respond to of 35685

Hi, Volt! Interesting that you say tundra. I'm looking out my window and all I see is ice and Atlantic City skyline is the distance. Another storm heading in on Sunday. Picked up 500 shares at 111 for my mom yesterday. She said she's disgusted with Dell. July calls...ATM???

To: Voltaire who wrote (1579)	1/29/2000 3:15:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 35685

Voltaire: It sure is busy up here on 'the porch'..!! Congratulations on developing a great thread. Here are some views from the Economic Forum in Switzerland...FYI... <<Saturday January 29, 12:59 pm Eastern Time DAVOS - B-to-B is the place to be By Marcel Michelson DAVOS, Switzerland, Jan 29 (Reuters) - Business-to-business commerce on the Internet is all the rage at the World Economic Forum's annual meeting, where high-powered executives say the best is yet to come. ''In a few years the e will fall out of e-commerce and go back to its role as the fifth letter in the alphabet,'' one business professor told an off-the-record presentation to business and political leaders on Saturday. By this he meant commerce on the Internet will be commonplace, with a bright future ahead for hybrid companies -- traditional companies such as banks that embrace the Net as another channel. ''Somewhere in the next 10 years, all the increase in GDP will come from electronic commerce,'' one analyst said. A chief executive of a large U.S. computer company said the automotive industry was a key example of a traditional industry where Internet technologies could lead to many improvements and cost savings. ''In the car industry there are still a lot of inventories because there is an information deficiency. In general, the size of your inventories is inversely related to the quality of your information,'' he said. Ford Motor Co (NYSE:F - news) recently reached an accord with Oracle Corp (NasdaqNM:ORCL - news) while General Motors Corp (NYSE:GM - news) and Shell linked up with Commerce One Inc (NasdaqNM:CMRC - news) to create automotive industry business-to-business electronic marketplaces. There are also specialised companies for B-to-B on the Internet such as i2i, Ariba Inc (NasdaqNM:ARBA - news) and Commerce One which create Internet platforms where buyers and sellers can meet. BEWARE OF THE VALUATIONS Another frequent point of Davos discussion is the value of Internet shares that make many industrialists jealous. But they received a dose of comfort from investment and central bankers. ''Dot coms can soon become dot gones,'' one central banker said. ''There have been 300 IPOs in Internet stocks since Netscape and their combined market value is $1.1 trillion. In the next year this may rise to 400 IPOs,'' said a U.S.-based analyst of Internet stocks at a leading brokerage firm. ''Most of these will fail,'' she added. She said that 90 percent of Internet stocks were overvalued while only 10 percent were undervalued. She advised investors to look at companies with a good business plan, good cash generation and customer ''stickiness,'' or loyalty. There was also a warning that prices of many Internet related shares are inflated by a shortage of shares -- institutional investors and so-called insiders usually own the vast majority of shares and not many are available for trading. ''You can have a volume of a million shares in some stock but in fact not a single share changed hands. What you see is that day traders have been clicking away, buying and selling the same share over and over again,'' an analyst said.>>

To: Voltaire who wrote (1579)	1/29/2000 3:23:00 PM
From: unclewest	Read Replies (2) \| Respond to of 35685

there is a lot of money to be made here if people stay on their toes v, man do i agree...your the strategist not me but, remember we talked briefly about the japanese govt/postal workers union pension fund. i keep thinking about that. several hundred billion dollars is scheduled to be released from government control to the individuals over the next coupla weeks...they will be establishing individual IRA's so to speak...all that money has to find a home. with our tech stocks down....i would expect much of it to come here. that will allow fundies to have a quick tech recovery on remaining holdings and leave them with cash to drive big caps too. i see the potential for a great year out there. here are two of my favorite old SF sayings.... "CHAOS" is where all great things begin. "FEAR" is an essential ingredient in the formula for success. it is time for quick thinking, rapid planning and swift execution. i keep telling myself not to worry about making a mistake. even the fastest moving situations allow a moment here and there for adjustments. this game is played in two parts...buy low and sell high. i am now playing part one. unclewest

To: Voltaire who wrote (1579)	1/29/2000 6:09:00 PM
From: Jill	Read Replies (1) \| Respond to of 35685

Tom, over on our thread Poet mentioned the Jan 50's 2002s I believe--going for $70. What do you think of DITM calls? Why are you picking the July 160's?