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Strategies & Market Trends : The Millennium Crash -- Ignore unavailable to you. Want to Upgrade?

To: Rarebird who wrote (5462)	6/20/2000 2:54:00 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 5676

Rarebird what the stock prices of those retailers are telling you is that the game is over and there are not many interested in a new boat. wait until DELL, CSCO or SUNW will trade at same P/E <GG> but that is just my opinion. Haim

To: Rarebird who wrote (5462)	6/21/2000 4:47:00 AM
From: Arik T.G.	Read Replies (1) \| Respond to of 5676

Re: Boat retailers 1. Boats are highly cyclical, and last 4 years cannot serve as a yardstick. 2. 3rd Q is the strong Q , and could get hit severly by the next bear leg in the Naz. March-April decline in the Naz had a surprisingly immediate impact on sales. 3. TRVS holds too big an inventory and has lower margins. It will probably be out of business in the coming depression. 5. I guess HZO will be a good buy 3-4 years from now, when the cycle reaches its low. ATG