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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (93007)	4/12/2000 3:44:00 PM
From: Scrumpy	Read Replies (1) \| Respond to of 120523

Stay in cash unless you're already short.

To: Jerry Olson who wrote (93007)	4/12/2000 3:49:00 PM
From: John Madarasz	Read Replies (1) \| Respond to of 120523

VIX at the intraday high... and rising quote.yahoo.com^VIX&d=1d

To: Jerry Olson who wrote (93007)	4/12/2000 3:52:00 PM
From: Lane Hall-Witt	Read Replies (1) \| Respond to of 120523

My investment thesis right now is that more hedge funds are in serious trouble and will go the way of Foxhound Fund: I expect them to get "capital calls" and have their holdings sold out from under them. The retailers on margin have to be mostly washed out by now. But some of those hedgies are still massively over-leveraged -- several times their equity holdings -- and their days have to be numbered right about now. This market is totally in the hands of professionals who are selling into an illiquid market. (They bought high and now are selling low.)