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To: Yaacov who wrote (36702)10/18/2000 10:46:16 AM
From: Jean M. Gauthier  Read Replies (1) | Respond to of 64865
 
Agreed

The fed got what it wanted, although GreenSpan was much better than the old antediluvian inflation Hawks of the Fed like Meyer.

What a total massacre the Year 2000 has been, although I haver done better than most:

- dodged the Intel bullet
- dodged the Microsoft bullet at 70% (only, too bad)
- dodged the dell bullet
- invested in sun & emc which have kept their value better than the others.
- invested in NTAP , so I am up
- stayed in qcom, so I am down, massively
- bought PMCS near the high, and Broadcom (less) as well, so now down on both.
- down pretty bad on JDSU
- lost money on AOL when it announced it merger hell

All in all, a very bad year, but it could have been much much worse

tell that to Amazon, AOL, or other inut holders, as well as
older-era companies like intel, dell, microsoft and especially crappy old IBM..

Take care
Welcome back Lynn (and yaacov , keep on posting)

Jean



To: Yaacov who wrote (36702)10/19/2000 9:17:13 AM
From: Lynn  Respond to of 64865
 
Dear Yaacov: Thanks, although I won't be completely back for another week or so--returning home after 4 months results in a loooooooooong list of things to do in addition to unpacking box after box.

Are we in a recession? I honestly do not know but it sure feels like one the way the market is going. On the other hand, employment in the U.S. is high. If anything, there is a problem finding people for all the job openings, something one would not expect in a recession.

What I am starting to think is that people [i.e. investors] are less than comfortable with the upcoming presidential election in a background of increasing international tension and down-right violence. Does either candidate have, "The right stuff," on the international level?

Regards,

Lynn