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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Al Serrao who wrote (30918)	3/16/2000 3:08:00 PM
From: Nilesh Parikh	Read Replies (2) \| Respond to of 50167

The potential for RMBS are even higher. If CPQ decides to go w/ RMBS, the stock valuation is well justified. -Nilesh.

To: Al Serrao who wrote (30918)	3/17/2000 3:44:00 AM
From: IQBAL LATIF	Read Replies (1) \| Respond to of 50167

Al-- OT............................ I had a broken arrow, had to start from and compose after a ugly'mind boggling incident'gg, as some friends told me Ike why didn't you dropped dead with heart attack..gg After that I thought two ways to handle it, one to be negative and go after adversity other to be positive and make a new attempt to carry on, the former I left it to my experts who would deal with it competently, the later was this continous new thinking that alongwith Rmbs gave me the pre-positioning that has yielded one of the finest booty from the market, last three-four weeks as I identified the importance of old economy and my thread went dead due to lack of interest and boring nature of my posts describing the approaching 'B' I was accumulating as never before positions which make me think that it is all about not one step ahead of market but 20. My thread is not one but 20 ahead of these journalists like CNBC and self styled gurus, I don't write when the crash will or make foolish cassandra premonitions to come, I pick up from ashes and convert those ashes to gold. On some couts this 'Idea corners' history of SI one day if written with charts over next few weeks from 97 will be the most consistent history of the undercurrents of the market and its fundamental study. You had told me to put my children money into RMBS when I was hit by deceit that return on 120 RMBS calls was astronomically mind boggling, that gave me the confidence in my ability and continuity to work, it is most difficult to work on a thread where I find friends like only Lee JJ KHS and OJ to make me feel that it is alive, I get dozens of PMs ( with few from friends who wel wish) that I try to avoid but trying to keep my thread alive by keeping focussed nad without posts is the most diffuclt job but I did that only because this thread helps me think openly and freely that is the power of internet and I find it interesting that osme of my ideas are very fresh and little distant ofr the closest observers of the markets.., thinking afresh and thinking solidly and making a trade out of my philosiphy from SOX 110 to DRG or BTK revival from 1997 to 2000, I have my posts printed all over, that I intend to continue and I owe it to people lke you who helped in my bleakest hour, for that 'Ike' is always be around that burden of help heeped on me unsolicited thati s the spirit of global bortherhood that goes much beyond religion, color and race, we have broken those barriers and have enterd into new level of super human conciousness where all it matters is our love as human beings with each other everything else is secondry.. My gratitude , my thanks, my love and my tears for people like you who have always patted me and helped me. This is lethal read my theory of closing of convergence and rising percentage of down with lesser percentage of Comp is now termed today is 'harmonic convergence'by huge egoed pundits, however we understood the break up of the market, we were not confued and we were not saying htat wait when Comp will break DOW goes to dog, thati s the bottom line we were the well ahead of the crowd that what matters to me, did I pick that subtle change or I missed it if I would have missed this harmonic convergence I would kick myself...gg Right now I am somewhere at my friends place using his code to connect, it never really matters if Iam on road or dark continent for me my opinion on Idea to be posted and to be fresh with some new angle is important like Oxygen and food for our survival. I say thankyou million times, that is a virtue my parents told me to keep repeating thankyou Al,thankyou Lee, in far and further corners of the world I know the numbers through you, thankyou OJ for read on techs, thankyou JJ for prompting me so many times, James , rport, Vish, Sandeep, Tim Lamb,Kerry JP B-witch and thank all those who lurk and send me messages, botom line that we enjoyed the 500 point yesterday run, it is the culmination of confidence reposed on my read by many of you, Al thank you once again.. The confidence to see that we read the direction right and medium through which we beneficially hold each other hands in crisis and adversity is a heavenly virtue, I am thnakful to God for that.. Sorry for a long uneccessary lecture, just some thoughts as i sit alone far from my family, all by myself talking to you. love .just overlook if something is not comprehensible.. HON.. PHM go for it..gg