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To: NotNeiderhoffer who wrote (4)3/14/2000 9:50:00 AM
From: Wizard  Respond to of 499
 
I can only take so many conferences per quarter - I didn't make the Morgan Semi one. Did PW at least pay up for some high-quality social events like Devo (Robby's musical entertainment one night).

Regarding the market, I just feel happy about surviving the nifty fifty mid-late 90's market and lasting long enough to see another bull market for small and mid caps... August-October 1998 almost made me become a WebVan driver ($14 per hour plus options).

Don'tknowifishouldbehedgedatthispointbutbusinessistoogoodtobepessimisticasmysoftwareholdingsareallpoisedtoblowthroughtheirnumbersandthenselloffthenews.myquestioniswhenthesesemicapequipmentstocksbegintoanticipateanorderslowdownandthenthemomofundsrunforthehills.



To: NotNeiderhoffer who wrote (4)4/13/2000 11:57:00 AM
From: Trader Dave  Read Replies (1) | Respond to of 499
 
NN,

I'm not a hamptons type of guy. I'm a jeans to work, jersey shore kind of guy. But after recent times, I'm not in the real estate market anymore.

TD



To: NotNeiderhoffer who wrote (4)4/13/2000 2:25:00 PM
From: Wizard  Read Replies (1) | Respond to of 499
 
Got any good buzz on what Bulldog is being forced to sell today?

I heard their strategy was 400%+ long, 250% short. I guess the pair trades weren't so good after all.