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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: The Perfect Hedge who wrote (35550)	12/1/2000 4:29:14 PM
From: drsvelte	Respond to of 50167

beebs...you're alive! Take care and be sure to say hello to your old EVI friends now at Subject 20665

To: The Perfect Hedge who wrote (35550)	12/1/2000 5:39:37 PM
From: Logain Ablar	Respond to of 50167

Glenn: I think the nets need a rate cut to have a chance of doubling. Until then maybe a 30% move in a bear market rally. A problem for both the companies you site is they depend on advertising revenue. In recessions marketing / advertising expenditures is cut pretty severly by companies. You may want to look at other sectors / companies if your trying to play a bounce. One key item is the company should have actual income and a healthy balance sheet with growing revenue. Best regards, Tim

To: The Perfect Hedge who wrote (35550)	12/2/2000 2:20:32 PM
From: IQBAL LATIF	Respond to of 50167

DOT and IIX are not dead, we will see a new wave of leaders from the ashes,, CMGI and ARBA or CMRC or BVSN EXDS are amongst the ones that will rise.. dead is something that will have no cash flow or revenues. I think the stocks we are in shall be fine.. SOX has the potential to get to as low 450 from these levels that will translate 2200 on Comp but overall I see that this is to be facotred in with trades and not comparisons with 1929 or Nikkei. The two events even as near as 1988 were different eras of investing. Does it really make a difference if I keep harping hte same music, what I have doen for last four years or before that since 1995, I see better economic conditions globally, I see Fed already providing liquidtiy and easing prospects are looming, the commodity rich companies who were starving from capital crunch are now on the mend. The Japnanese and ASEAN markets are doing great, the global environment has never been better, I ust don't see 'R'word on hte horizon. Look at the blatant confusion on one hand is "R" issue nad other hand we are talking about rising inflation from 'Oil'. Manufacturing below 50 just has given respite to the overheated economy, manufaturing is not the major prime mover behind US economy. I expect mix data of strong economic numbers as we move forward sometime weak and sometime strong on strong we shall rally on weak we will fall, recessions do not come when banks are doing great, BKX is still above 800 are they collapsing, asset inflation that was threatening consumer spending is under control and unlike Japan we are not being crushed by major defaults. The markets are ignoring all this and bears are in total control, I will see INTC MSFT IBM invements in .coms taking a chunk out of their earnings and that iso ne worry based on which we have seen these stocks shaved. I have simple way of investing I invest in good stocks I look at them on longterm basis and for me markets are strong and shall remain strong since they can exact the kind of blood you see it on the streets. I am happy with my strategy of protection by options on SPX and will play accordingly once 1300 is taken out, I was not happy to see 1328 broken finally but my next level is only 1250 support, I expect to make enough to bring my overall average down to 3000 breakeven point that is what I am working on, make short term short trades make some money and get some stocks, no new money is going in only the proceeds from the short trades..towards establishing long trades..with core average being brought down slowly and steadily, every one has its own style why should it be necessary that protection in market can only come through all cash, full investments with SPZ options are equally potent tool and much better tool to be in the game and still be long..