SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Dealer who wrote (5035)10/2/2000 4:29:45 PM
From: Dealer  Read Replies (1) | Respond to of 65232
 
GOOD CALL VOLTAIRE!!!! You were talking about RMBS!!!

From: Voltaire Monday, Oct 2, 2000 10:32 AM ET
Reply # of 5036

Yes,
and do not believe this HEAD FAKE crap. We go higher by afternoon.

V

dealie ¢¾



To: Dealer who wrote (5035)10/2/2000 5:35:08 PM
From: altair19  Respond to of 65232
 
yes indeed....RMBS....kind of like whipcream on horse-crap today.

by the way, congratulations on 5000...Clappy's speed dialer must have been in the shop.

Altair19



To: Dealer who wrote (5035)10/2/2000 5:41:41 PM
From: Sully-  Respond to of 65232
 
Hi Dealie,

Yup, I'm in RMBS..... QCOM..... & XOM.......

Green overall portfolio for me today...... My CREE & EXTR options took it on the chin though :-(

Hope we get this selling crap over with..... If the economy is going to hell in a hand basket, why was the DOW so green today???? Most DOW stocks will see earnings declines before tech sectors will.

Hafta agree with Jim Willie on the direction of the FED, so they should be helping Europe, changing their bias & allowing money supply to creep up. Earnings in tech land are still expected to be strong overall. I am not aware of evidence (economic data) of a pending recession.... my concerns... oil... inflation... Euro/$... all seem to be concerns of the powers that be..... with evidence mounting that steps are being taken to improve the problems.....

Taking a contrarian view to the negative perceptions out there..... all things being equal.... economic data seems to suggest that growth will continue, albeit at a slower rate from the torrid pace from earlier this year..... oil prices should start to retreat.... Fed gov & new supplies will help.... inflation should also remain in check (Sept could be up due to spike in oil).... the FED will attempt to assist the economy both here & abroad in their actions.... my question is will they move quickly enough & far enough.....

Xerox warned after the bell :-| ....competition & strong dollar were culprits. They are 'reviewing' their dividend. They have been warning all year & are at a 52 week low. Ugly after hours.

FED announces their decision on rates tomorrow..... New Home Sales report is on the economic data calendar too....

The market hates uncertainty. I don't see a lot of houses/anal-ysts stepping to the plate & trying to change the psychology.... yet.....

How much of these negative perceptions priced into the market already?

Capitulation tomorrow?????

Is the NAZ really going to ZERO?

me thinks it's about.....
productivity
productivity
productivity
paradigm shifting
& peace time prosperity.....

BWDIK

OK.... done rambling :-|

Ö¿Ö Tim



To: Dealer who wrote (5035)10/3/2000 1:47:10 AM
From: Dr. David Gleitman  Respond to of 65232
 
Hi Dealie:

Still in rmbs. Leaps and stock. Not as much as I used to have. What is really fustrating is that I see myself at the same levels as I was two years ago. Gotta learn when to grab the chair right before the music dies (think musical chairs for those whimsically challanged).

David