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To: SliderOnTheBlack who wrote (76553)	10/17/2000 5:54:39 PM
From: SJS	Respond to of 95453

Slider, Haven't heard from Thean in months, so I don't know his positions on RFMD (he loved it...). Personally, I got out last week with a LT profit (small....but one none-the-less). Still have a very small portion now, sure, underwater. Regards, Steve

To: SliderOnTheBlack who wrote (76553)	10/17/2000 6:01:48 PM
From: SliderOnTheBlack	Respond to of 95453

re: CMTN 50% implosion.... Given the Trim Tabs stats on the still incredible margin leverage in this market - can you imagine, possibly imagine a portfolio of CMTN's & RFMD's, or SOX stocks held in margin ? Again; you can't be an investor in Tech here; only a gambler.... literally; Russian Roulette like the guy in Deer Hunter.... if RFMD, or CMTN don't get ya today; something else will tomorrow... All anyone needs to know in Tech; is that Margin Stat & how to hit the sell button - period. We're about to re-visit a time & space where cash & Gold are all that survives... one last nice gasp to Oil; but the overall market collapse is going to cap the potential upside to the Oilpatch - won't be enough time for it to play out... one final Oil leg and run to Gold - that's it. You know; I was thinking about "AGENDA's" again here (VBG) - I remember a few months back when MU was around $70 & I think it was Dan Nile appeared on CNBC & talked about MU being his top pick & giving some heady price targe - touting its coming takeoff due to an upcoming Chip Conference etc... ... $70 to $24 on a "best idea" & near term catalyst call; now Ed , Di & Sharpie... that, now "that" is an "agenda"... I'm honestly wondering if the entire market cap of the NAZ is ultimately going to all end up in just one stock (VBG) - they keep fleeing to fewer & fewer stocks within fewer & fewer subsectors . Damn; eventually all the money in the world is going to go to JNPR as the last man standing.... I can see it now - JNPR at $3,343,049,043 per share because it keeps hitting the numbers... ... Ponzimania is alive & well ~

To: SliderOnTheBlack who wrote (76553)	10/17/2000 7:08:10 PM
From: Crimson Ghost	Read Replies (1) \| Respond to of 95453

Slider: The scary thing is that borrowed money used to play the market is much higher than the official numbers. Lots of folks have borrowed on their credit cards and taken out second mortgages to play the market. No one knows how big these numbers are; my guess is that this may be as large as the official margin debt. And of course the derivative numbers are staggering. Margin is just a drop in the bucket by comparison.

To: SliderOnTheBlack who wrote (76553)	10/17/2000 7:39:03 PM
From: getanewlife	Read Replies (1) \| Respond to of 95453

Slider, I hear you!! Was reading this weekend's Barron with an article about "The Danger Zone" - An interview with David Richards, the former managing director of PrimeCap. He is shorting C, GS, and GE. That tells you something about the troubles with junk bonds and the whole debt issues. Buy gold folks! GF

To: SliderOnTheBlack who wrote (76553)	10/17/2000 9:32:32 PM
From: seminole	Read Replies (1) \| Respond to of 95453

OT : Mr Slider I just figured it out. Why the grumpy attitude, why everyone is a fool, yes, yes, yes, and the gold. Up until now, I could not see why anyone needed and loved gold so much. Until I read this message and studied the language. I found the code. <<<"It's the Valuations - Stupid">>> or I pity the fool. <<<Institutional Investors are way, way, way overleveraged to Tech>>> or They was the baddest cats around... 'till I showed up. <<< I couldn't resist emptying my cafeteria tray in the ensuing food fight>>> or Whats the fools talkin' 'bout now? <<<"Ed's, the Di's & the Sharps really contributed here. Really; show me one original thought>>>> or Quit your jibba jabba, fools. <<<tic - toc ~Got Gold ?>>> or You best not be touchin' my chains I pity the fool who buys a biotech, Mr S So Mr S is where we get the demand for gold. users2.50megs.com