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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (2355)	10/22/2000 7:13:50 AM
From: Dale Baker	Read Replies (3) \| Respond to of 19633

I'm already on someone else's payroll as a researcher but I hope I can continue to contribute here from time to time. Your thoughts - the"cocky" level (not just confidence) on the short side has gone up tremendously the past few weeks. I watched you guys going after EPNY even as it squeezed higher and higher. Coupled with the double bottom of Naz 3000, this looks like a real bottom in the market to me. All the permabear chatter all over SI just reinforces the contrarian perpception. How does that mesh with your market view right now?

To: Tom Hua who wrote (2355)	10/22/2000 4:47:09 PM
From: Patric	Read Replies (1) \| Respond to of 19633

Tom-- Just became aware of your thread here. Glad to see it. You seem to be doing a good job of managing the tone so far. I'll be lurking and maybe posting from time to time, now that I know you are here. Haven't noticed whether you have taken a position on CIEN. Looks to me like a possible short candidate here. What do you think? I am only asking out of curiosity--I have no current position in the stock and never sell short myself, for purely personal reasons. I am really tempted to look for an entry point to go long if it pulls back but right now it looks awfully overbought. Also, fundamentally, while the company is very well run and owns the cutting edge in fibre optic transmission technology, I have to wonder how one justifies a PE of nearly 700 while LU sports a whopping 22? #B~)>

To: Tom Hua who wrote (2355)	10/22/2000 6:27:23 PM
From: peter michaelson	Read Replies (4) \| Respond to of 19633

"If anyone is willing to volunteer as an "in-house research staff", please let me know. If you can also let me know what specific areas of research you are most comfortable with, it helps. Once you volunteer, you'll be called upon with work requests" Tom, please count me in. I am qualified to review Financial Statements to get a read on financial position, debt loads, operating income trends, Boards of Director strength, underwriting activity, etc. Ten years ago, I was with a principal firm buying private companies in the $50 to $100 million size. Since then I've gone my own way, but I remember most of the lessons. Call on me anytime. Peter

To: Tom Hua who wrote (2355)	10/23/2000 2:10:40 AM
From: lifeisgood	Read Replies (1) \| Respond to of 19633

If anyone is willing to volunteer as an "in-house research staff", please let me know. Count me in Tom. I can't promise too much time given the demands of my day job. I'll do what I can though. best... LIG

To: Tom Hua who wrote (2355)	10/23/2000 10:45:54 AM
From: Fundamentls	Respond to of 19633

If anyone is willing to volunteer as an "in-house research staff", please let me know. If you can also let me know what specific areas of research you are most comfortable with, it helps. Tom, you can count me in also, with the understanding that my time availability will vary quite a bit from day to day and week to week. I'm pretty strong at reading K's and Q's and basic fundamental analysis. I understand the mechanics of stock registration, lockups, and warrants/options better than most, and I've got a lot of sector knowledge in the travel arena, particularly travel distribution systems (including traditional channels like TSG, GLC and Internet-based distribution channels like TVLY, EXPE, PCLN, ROOM). Regards, Fund