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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (61815)	11/26/2000 11:14:57 AM
From: Zeev Hed	Read Replies (3) \| Respond to of 93625

I can't comment on these, since I did not see these, I presume it was more like the 1793 "French Revolution" (which I have not seen either, and I abhor that period's indiscriminate Republicanism as well). Would you not prefer the next four years' battle cry to be "Gore stole the elections in Florida", rather than "Bush stole the election with a minority in the popular vote in the nation and a strongly contested majority in Florida?" You know, when I came up some two years ago with my Turnips long term scenario if a market stuck in a broad range of 6000 to 13,500 on the Dow and 1900 to 5300 on the Naz, I did not expect this nation dividing election. My general thesis was that this will be about the time it takes for earnings to catch up with extreme valuations. Now we will have the political instability to further enhance that thesis. Whomever is the President, he will not be able to act decisively when crisis erupt, and crisis will erupt. I think that the first thing that we go out of the window will be the budget surplus, after that, we will have international strife, first in the existing hot spots of the world, and then in Europe itself. One of the future hot spot will, IMHO, be in the heart of the New NATO, when the German right will insist on reannexation of parts of Poland ceded after WWII. Who knows how long it will then take before Alsace-Lorraine and the Suddets (Sp?) will become a bone of contention. Add this to an intrinsically weak Asian economy and you get a very unpleasant environment. I don't think that it will make a difference if either Bush or Gore are finally installed in the White House. Zeev