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To: Voltaire who wrote (4887)2/24/2000 7:24:00 PM
From: stockman_scott  Respond to of 35685
 
<<The one thing that is going to keep this NAZ humming for the next three months minimum is the TIME CAPSULE is turning positive.>>

V: Thanks for the commentary....IMO, you are right on target....I think you made some wise purchases....In the last 2 days I have bought XTND and WITS and see a big 2000 ahead for them. I also have positions in some of the profitable fiber optics plays (eg. CCBL and IFCI) that seem to be off the radar screens of 'the big boys'. This will change soon enough as they deliver stellar performance and their market caps continue to rise <VBG>.

I LOVE the tech sector and will continue to embrace new opportunities that emerge in this new digital economy.

Best Regards,

Scott



To: Voltaire who wrote (4887)2/24/2000 7:28:00 PM
From: Jim Willie CB  Read Replies (1) | Respond to of 35685
 
hey CrackerMan, TommyReb, MzippiMeistro

what a great response to the China news today for QCOM
market realizes nothing has changed on Q's future prospects
they are not buying earnings, rather the inevitable dominance
China would have contributed to earnings late in y2k

as Ruffian mentioned to me by phone, China is only delaying so that its own fledgling companies can grow enough for their competitive battle with NOK, MOT, ERICY

the China news only buys the lilChinese firms some time
as you said by phone, we get a lift from the China news, when it next turns the switch on

in my rarely humble opinion, I think the NazComp and technology stocks have given a stern reply to Greenspan

FAHKK EWE !!!

yeah right, "productivity will yield inflation"
that statement speaks total volumes
it can be interpreted as follows:
-----
I dont really understand
- this tech revolution
- how to measure the extreme competition holding down prices
- how the internet is rendering impossible widespread price rises
- how the internet is slowly eliminating middlemen and overhead
- how the internet is forcing old industry to reduce costs
- how the internet is forcing all business to exploit it
- global sharing of labor pool holding down labor costs
- that productivity is on an accelerated course
- how to avoid the bifurcation between old industry and new industry
- how market forces will slow technology growth, when it is ready to do so
- how even to measure productivity anymore
- how wealth can and should be distributed among the masses

message to Alan Greespan:
LET LAISSEZ FAIRE WORK
the market is much smarter than he is, smarter than I am
it might be smarter than the Mzippi Catfish StrawMan

AG gave up years ago relying upon govt hack statisticians for his analysis or databases
the govt is now two years behind in doing its job

/ Jim Willie



To: Voltaire who wrote (4887)2/24/2000 7:43:00 PM
From: Jim Willie CB  Read Replies (3) | Respond to of 35685
 
personal aside: secured a bungalow on beach south of Clearwater for rent

very psyched, reasonable price, and ON THE BEACH
it is at Indian Rocks Beach, with white fine sand
beach is at least 50-60 yds wide
today saw a pair of dolphins lounging
saw several gray pelicans diving and finding lunch
saw dozens of little birds diving and not finding lunch
saw several young two-legged beavers ambling about

Indian Rocks Beach is far enough away from bustling Clearwater
but easy reach of central Clearwater Beach
and easy reach of old Clearwater town
Phils, Jays, Yanks, DRays all train around here
Reds, Pirates train just south in Bradenton/Sarasota

little do they know, they signed up a true jackass
tomorrow FL driver's license, FirstUnion check/ATM account
am I one happening dude, or what?
screw Massatwoshits, its state taxes, its car insurance
screw its cold women also, uhhh, you know what I mean

a tough day with weather, 75 degrees and mostly sunny, no wind

planning to contribute to the tax base on my own terms
the state of Florida's newest resident

/ Jim Willie, the Sunshine State Jackass



To: Voltaire who wrote (4887)2/25/2000 2:24:00 AM
From: Martin Atogho  Respond to of 35685
 
Hi Tom, Qcom and Jdsu are no brainers but it would be interesting if you could you expand a bit on the psychology behind your choice of Elon and Ntap.

rgds,

Ma.