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Non-Tech : Tulipomania Blowoff Contest: Why and When will it end? -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (2888)	5/24/2000 5:26:00 PM
From: Mad2	Respond to of 3543

No doubt, however I don't think the bull is going to bounce back that easy as I'm of the opinion the market is still looking for the bottom, of which we have a way to go. We are entering a period where lenders are going to get quite picky, not to mention that capital goods intensive sectors have yet to report the effects. Wait until we have a few announcements of cutbacks in capital expenditures that start to effect the CSCO's and SUNW's (where all that IPO money has been going). It's gonna happen, as its happening right now in certian transportation sectors (backorders are evaporating like spit on the griddle) that I'm directly involved with. Dale, the fed is serious, they're going to slow the economy. Some of the excess is out of the bubble, but I wouldn't call what we have seen a correction, that's yet to come. In the meantime lots of volatility and opportunities to make money if you understand the direction is down mad2

To: Dale Baker who wrote (2888)	6/9/2000 5:51:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 3543

"We are in the fifth year of a twenty year cycle for the internet. It should be no surprise that many of the new models on the internet didn't work out. That always happens in a new industry. These three events of last week certainly don't indicate that new internet models are all failures. But it does indicate we are heading into a maturation phase, where proof of a model will be expected, and expectations will be lower. Maturity means stocks without clear paths to earnings will suffer even more than they have already. There are still plenty of them out there. And they represent more disappointments. But internet stocks with earnings, and a proven new business model, will thrive." Comments may be emailed to the author, Robert V. Green, at rvgreen@briefing.com