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

To: Rande Is who wrote (22975)	3/31/2000 8:16:00 AM
From: christopher	Read Replies (1) \| Respond to of 57584

NATS News! (I love saying that) biz.yahoo.com Chris

To: Rande Is who wrote (22975)	3/31/2000 8:25:00 AM
From: Condor	Respond to of 57584

NATS NEWS Message 13320609

To: Rande Is who wrote (22975)	3/31/2000 8:43:00 AM
From: Stuart T	Read Replies (1) \| Respond to of 57584

Lots of green on the morning screen Do you think it will last or are they just trying to suck people in before they drop it again?

To: Rande Is who wrote (22975)	3/31/2000 9:16:00 AM
From: If only I'd held	Respond to of 57584

First off....yeah CNBC sucks......but the fact is.....this market was too high too fast. The biotech craze and the tech craze of the past 3 months propelled stocks to valuations that they just plain couldn't support. It was getting harder and harder to find stocks that felt safe to own. The analysts were right....but the sick part about it is, while one analyst at Goldman Sachs or Robbie Steophens is saying techs are overvalued, another one is pumping garbage like SCMR and NAVI. Sorry, but anyone buying stocks like that deserves to have their head handed to them. And sorry, but I don't see the upside to MSFT...if it doubles, the cap will exceed a trillion dollars. That's insane and they aren't worth it. Huge bubble and not enough money to support it. These multi-billion dollar companies with 10 million dollars in revenue??? Come on....they are garbage. If you can't see that all the possible upside for many of these companies for the next 30 years is priced in at some of these levels, then you don't belong in these markets. Once all the good stuff is priced in, there is only one way to go if the money is going to continue to flow into your pockets....that's by being short. Not as fun, and not as profitable, but at least the money is still flowing into traders pockets. These big firms are short.....because they just don't see the upside. Neither do I.

To: Rande Is who wrote (22975)	3/31/2000 9:26:00 AM
From: RocketMan	Read Replies (1) \| Respond to of 57584

In my opinion, the recent Abby Joseph Cohen report which tanked the markets this week, [which I immediately dismissed as fundamentally insignificant and showed why]. . . was shoved down our throats by CNBC. . .as they mentioned it every minute or two throughout the day. . . Not to defend Abby, since I don't trust any of these gurus, but I doubt if even she realized the effect of her taking 5% into cash would have, and how CNBS would play it. Remember, she and her clients, if they followed her advice, would still have 95% of their equity money invested. That 95% took at least a 10% hit, more like 15-20% since it is in aggressive growth stocks. So her clients are probably just as p* off as we are.

To: Rande Is who wrote (22975)	4/2/2000 2:53:00 PM
From: Ann Corrigan	Read Replies (2) \| Respond to of 57584

Hi Rande.....i found your linking post very interesting-- Re CNBC's repetition of major brokerage upgrades & downgrades each morning. Maria Bartiroma(sp?)in particular seems to be their shill. However, I believe she thinks of herself more as an actress than a financial reporter & chooses those topics that to her will have the most dramatic effect with almost no concern as to the veracity of her report. The talking heads on CNBC's Squawk Box have warned us many times to think of their 3-hr marathon as "show-biz." They say "it's not easy to fill up that much air-time with substance". Congratulations for being something rare in the financial world--a truly caring person.....take care, ann