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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: westpacific who wrote (97254)	4/15/2000 3:19:00 PM
From: John F.	Respond to of 108040

Anyone have any links to articles that discuss the level of margin that still exists? By Monday, I would think that most of the margin calls should be behind us. Having forced margin selling behind us, when that finally happens, should be a plus for a turnaround. The trend is now down and inflation is raring its ugly head. Strong earnings and a strong economy are keeping us from tanking to 2000. Redemptions also play in here, but, I would appreciate comments on how this plays in and when we might see both the margin and redemption problems behind us. Good Luck to All !

To: westpacific who wrote (97254)	4/15/2000 3:23:00 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 108040

The houses have long since lost all credibility! West, I agree on that. Been seeing some initial reporting of targets and people buying based on them on breifing.com. The SEC beat Tmex up on P&D, I would like if some brokerages houses dumped after releasing a high target. Maybe another class action like the one I'm in for brokers marking up trades in the early 1990's in the Nasdaq. After the $1000 target given to QCOM, I have tracked some of these analysts to find that they have less than five years in the business and don't know the sector well. With some of the analysts making 10M a year, those that can have picked the winners two years ago are well compensated now (Blogett, Meeker), the rest fade away. Too bad, there is not an analyst tracking record on the web. Jack

To: westpacific who wrote (97254)	4/15/2000 4:19:00 PM
From: vampire	Respond to of 108040

Unfortunately, I agree wholeheartedly. If this is a true bear market, those big name techs will get down to a 20-25 P/E ...you do the math - ugh!

To: westpacific who wrote (97254)	4/16/2000 2:59:00 AM
From: SirRealist	Respond to of 108040

Good analysis, west. Two weeks is as long as my longs have been in many months. I would simply add conversely that greed can also rally this market. Better put, the understanding that there are reasonable projections for many of these techs being worth more than today, the addiction to 20% daily pops... these will not disappear, and folks will buy. The cautious can wait for the Wednesday sure thing. The reasonable will look to the Tuesday morning dip. The DD experts can already see excellent buys for Monday. At 3325 with every analyst indicating rock solid support a little below 2900, that's maybe 450 points more; easily achieved by mild across the board losses within 2 days. By 12:30 Monday, most of the remaining pain will have been achieved. The slew of earnings between Tuesday close/Wednesday open will make clear what seems obvious to me; the market is oversold and NASDAQ is still the best casino in the world.