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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Venkie who wrote (4552)	9/29/2000 6:54:47 PM
From: Ex-INTCfan	Read Replies (3) \| Respond to of 65232

Agreed. I remain a long-term bull. But short-term, I find it difficult to make a strong case for a big run here. Look at the Magilla Gorillas with problems (I've included chimps as well): - INTC -- Warning. Long-term OK. Short-term, probably OK, but has done much worse here than I would have thought. Probably do for a technical bounce -- haven't a clue as to when. - MSFT -- Tied up in litigation. Perceptions that the company is behind the curve. Great long-term prospects. Needs something to ignite it. - AAPL -- Oversold. But then, it seemed oversold just yesterday. - Dell -- Just keeps drifting lower. Needs to revise business model. Perception that all boxmakers are commodities, real or imagined perception, keeping it back. We went up way to far at the beginning of this year. We are in the process of taking these stocks down way too far. I won't short, but I'm less long than I was before. I'm picking and choosing here -- Mr. Softee is looking very interesting here. I'm not worried about where it will be at the end of the year -- I'm looking further out. For us to reach 5000 by the end of the year, we need some outstanding news. I don't see it coming. Sorry dudes and dudettes, but that's what I see. Look for bounces -- we are due for one (WAY DUE). I'm keeping dry powder for bargains. I'm still mostly long, so if we rally I'm going to make out well. If we fall, I'm ready to make more money. INTCfan

To: Venkie who wrote (4552)	9/29/2000 8:22:24 PM
From: vip	Read Replies (1) \| Respond to of 65232

Venkie: If all the companies you mentioned warn, then there won't be any stock market to buy and sell. vip

To: Venkie who wrote (4552)	9/29/2000 8:45:53 PM
From: jmac	Respond to of 65232

It is conventional wisdom that companies who are going to warn do so by the end of the current quarter. However, several companies in the past, including CPQ, have warned on the 7th or 8 th of the next quarter but prior to the earnings' release. So, are we in the clear?