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


To: bobby beara who wrote (3035)8/28/2000 11:06:15 PM
From: Mad2  Respond to of 3543
 
Bobby, I hope your prediction stays the course as I'm knee deep in value stocks (eg PEG values below 1 and for the most part strong finances/earnings/cash flow) at the moment:?). One exception (in that the p is reliant on 2001 earnings) is a game developer I own

This sector(video games developers/retailers) will begin to get a lot of attention in the next few weeks and carry on for a while. Lows hit in May provided ideal entry (and they've done well since then going up in some cases 50-75%).
Sony who has 50% market share is launching a new machine in the US on Oct 26th, with Nintendo launching in 2001 and MSFT planning something (X-box) as well in late 2001.
Stocks that represent this sector are THQI, ERTS, TTWO, THDO, ATVI and ELBO.

m2



To: bobby beara who wrote (3035)8/29/2000 9:23:20 AM
From: Dale Baker  Read Replies (1) | Respond to of 3543
 
I don't know anyone that came through the April crash "unscathed". At the moment I am up 25% YTD and about 20% off my 2000 YTD highs.

That's only about 20 points or better ahead of all the averages.

I'm sure you shorted at the top and now have wealth beyond all imagination.

Don't you ever get tired of sniping from the cheap seats? Making money is a lot more interesting.

Good luck.