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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: bobby beara who wrote (51581)	5/21/2000 11:23:00 PM
From: Casaubon	Respond to of 99985

so now yardeni can be wrong for being a y2k gloom and doomer, and be wrong again for throwing in the towel and become a new era advocate. LOL! Exactly what went through my mind. Anyway, I think there will be this one last buy the dip rally <ggg>. Just to lose the last die hard frustrated bear. See, I told ya buy the dip works <ggg>.

To: bobby beara who wrote (51581)	5/21/2000 11:28:00 PM
From: marginmike	Respond to of 99985

BB LTCM got burried by wall street not their strategies. I knew a few traders there, and their ultimate doom was caused when a certain banker revealed LTCM positions to everyone on the street. Then the street burried those positions. I think the guy was from Goldman or JPMorgan. The positions They had were loosing but they were nowhere close to the mess that was caused when WS firms hit their positions. The feeding frenzy amongst thieves!

To: bobby beara who wrote (51581)	5/22/2000 1:33:00 AM
From: johnsto1	Read Replies (4) \| Respond to of 99985

technology is ongoing and not in it's infancy, ever since gork the neandrathal figured out how to make an arrowhead and a hammer, we've been figuring out how to build the better mausetrap, still doesn't interrupt the boom and bust business cycle. As ridiculous as you seem to think valuations are is equal to how absurd I find comparing arrowhead and hammer with the ability for data to travel faster than light. Pick up a copy of "The Lexus and the Olive Tree". (Maybe that's what Dr.Yardini did. The guy used to be king Bear,I know because I was selling gold to all the y2k's and I quoted him all the time.)Seriously though it's about Globalization and Americas technology being the farm system. It's worth tremendous values because it's in limited supply and the world needs it. When VRIO is bought for 5 Billion cash that's paying for a proven product without having to pay the Billions on unproven R&D. How do charts and PEs figure in the value of proven R&D for revolutionary technology?