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To: AllansAlias who wrote (22461)	9/27/2000 10:08:35 PM
From: pater tenebrarum	Read Replies (1) \| Respond to of 436258

or they should look at THIS to appreciate the POSSIBILITIES: sharelynx.net “We will drink chicha from your skull, from your teeth we will make a necklace, from your bones we will make flutes, from your skin we will make a drum, and then we will dance.” –

To: AllansAlias who wrote (22461)	9/28/2000 8:22:57 AM
From: Earlie	Read Replies (2) \| Respond to of 436258

AA: Well put. If you will recall, in mid August, I posted my reasons why I felt that (finally), it made good sense to pull the trigger on the tech stocks with respect to both puts and pure shorts and that entering this fall with the boat fully loaded would likely be worthwhile. I have done just that and so far, the results have been more than worthwhile. At this juncture, unless we experience a "bad hair" day, I will likely let the positions ride as I continue to see this next few months as nothing but a parade of baaaad news. It is also nice to have institutional types calling in a panic. (G) Like many of you, I expect the dollar's inevitable slide to initiate the major unwinding of this tulip. Many investors have not spotted the fact that much of the inflows to the U.S. are from U.S. corporations, already heavily debt encumbered, borrowing massively in Europe (2% cheaper). This is just one more mad step towards the cliff's edge. For the fall, I'll concentrate on the PC and semi types, hoping that the markets do not fully crater the telecom sector in the mean time and that we can come back to them for a good ride in the spring. By the way, RMBS is ripe. That company has absolutely nothing going for it, particularly now that INTC has completed the divorce procedures and even Dell has effectively given up on it. The trapped funds will continue to spend serious bucks trying to keep this dead corpse afloat, but gravity is relentless and sellers abound. I am already enjoying this one. (g) I also love the likes of Celestica as good winter targets. I wonder what happens to their manufacturing contracts as the inventories of finished goods continue to pile up in the warehouses and on the front lawns of their clients? (g) This one doesn't take rocket science to figure. Best, Earlie