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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 (104231)	5/10/2000 12:32:00 PM
From: yossarian67	Read Replies (1) \| Respond to of 108040

West - Hay's is irrelevent. He's been wrong for years. When the bull market buy-side analysts start saying "bear", that I'll listen too. No way we see Nasdaq 1,400.....no way. Your 2,800 is a possibility though I think.

To: westpacific who wrote (104231)	5/10/2000 12:32:00 PM
From: johnsto1	Respond to of 108040

west. To give another side of the story I will go out on a limb here and as I have been saying I think the bears are right to a point. Where we separate,is in your call that investors will need to wait until the 2nd half of the year. I believe many are missing a couple important factors that I will not disclose at this point.

To: westpacific who wrote (104231)	5/10/2000 5:53:00 PM
From: johnsto1	Respond to of 108040

Do not be fooled - this market is toast, rate hikes, inflation starting to rear its ugly head and investor confidence toast. Being a short sucks, hate being negative but ones needs to wake up to reality sooner or later. Save your capital for the end of year rally off the bottom but for now change your attitude and make some money! That's over the top. I have no problem seeing who's right or wrong in say... a month?

To: westpacific who wrote (104231)	5/11/2000 12:02:00 AM
From: 2MAR$	Respond to of 108040

Just the time all should be making a wish lists.... for nearerer/longer term holds and relief rallys ,after some money recommits....but long and short are together two tools that will pull you thru... got caught short RMBS and BRCM , down -15 (after shorting successfully before) and watched them run almost to even. Down almost $15K on each, the only thing to do was------> calmly short the tops some More....! (yikes!) .....BRCM and RMBS both fell and returned to below my former short positions. But for a few seconds, thought I was having a small gender change ...(or even a "species change"----> scared Deer!) but hardly worried looking to the days ahead , and wound up more than I was down, after they fell back at the EOD in the end.---> one hell of a 1/2hrs wild ride!!* HighFlying PE's are getting hit....with still more room to fall. Some retail buyers & traders still out there to buy or stall the fall, but looking for nasd 3200( maybe 3000) and dow 9300 is almost a given, IMO. Splits , earnings are having little effect upon momentum...(look at AMAT, CSCO, LHSP ,etc. All of these are still trmendously up for the year. With fed tightening, slower growth forseen in the economy (?) ....money now is looking for defensive positions , and/or just sitting out. Every sector, as the chips today, appearing to be weak on any excuse is getting trimmed/whacked. So what more of a spin can you put on it? stay alert, stay alive. mars