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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: bambs who wrote (41875)	10/30/2000 9:01:07 PM
From: techtonicbull	Read Replies (1) \| Respond to of 77400

bambs, you silly girl! You think CSCO can gain from here?

To: bambs who wrote (41875)	10/30/2000 9:11:22 PM
From: t2	Respond to of 77400

bambs, I hated shorting stocks with small floats. A friend told me to short stocks with large enough floats a while ago. I was able to make money on shorting AOL a year or so ago but got nowhere with AMZN. Then decided to leave the internets alone. If I decide to short AMZN, I would probably do this in conjunction with going long on Yahoo. If inflows into the market continue like they have in the past year, I doubt we will see a decline from these levels. It is possible that the way the market is seeing valuations these days may not last into November just as it did not last November. In addition, when I checked the short interests in tech stocks, I saw significant increases. That is just one indicator but it does not support the bearish side. The NT blowup does support the bears but if we get good earnings and forecast from Alcatel and/or Cisco, things can change fast. I am more interested in seeing how the market behaves after tomorrow, given that the tax loss selling is over tomorrow. How long can the flight to the DOW stocks continue. The PGs of the world have no growth and most investors would probably prefer treasuries over these types of stocks. I am still betting on a rally in PC and semiconductor all due to valuation. I am going to be watching the SOX tomorrow afternoon for any sign of a major turnaround. Most of those stocks are down to 1/3 of their all time highs--which was not long ago. As someone put it a couple of months ago, the semis are pricing in about 3 recessions. Many have PEs under 10 or 20 and still have growth. If the semiconductors can head up about 10% in the coming few days, it may be a bullish sign for the Nasdaq--at least for a little while. My guess is the semis rally 5% tomorrow. Lets see.

To: bambs who wrote (41875)	10/31/2000 6:39:39 AM
From: Seamus McKenna	Respond to of 77400

>>>If I do get stopped out you can be that I will be looking to re-short on the first sign of weakness and "hold for broke" on amzn that is. Why not buy PUTs? SMcK

To: bambs who wrote (41875)	11/1/2000 11:01:45 AM
From: The Phoenix	Read Replies (3) \| Respond to of 77400

OT I shorted a few shares today..average price 33 1/4...It's a tough short though...I will cover if it breaks last week high of $37 ish. I'm thinking of even holding it to $40 ish if the market goes up in the next few days. Bambs... I wouldn't normally make a point of such things but since you have apparently taken a liking to point out my mistakes I feel I should return the favor... AMZN trading 39 3/4 x 39 13/16.... in two days! Are you still holding? See what happens when you're bold enough to make a call on something?? Sometimes you're wrong. But, it's OK to be wrong... what sour's the discussion however is when someone rubs your face in it.... Doesn't feel to hot - does it? BTW:.. If I were to give you a list would you short those stocks too!