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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: Sir Auric Goldfinger who wrote (7150)	12/13/2000 12:25:51 PM
From: 200ma	Read Replies (2) \| Respond to of 19428

WAY TO GO SIR AURIC ! great market call again, so you think we are sliding to 2600 by Fri? well, got my shorts in yesterday! puts didn't do great because of time factor...let me know when the model reverses....thanks for the heads up!!!

To: Sir Auric Goldfinger who wrote (7150)	12/16/2000 1:57:44 PM
From: tuck	Read Replies (2) \| Respond to of 19428

Auric, I imagine the bullish Fed case -- goes neutral, then cuts -- is largely priced in just like the Bush victory was. The problem is that most important metric, earnings (note: this may not apply so well to biotechs (and a few other segments that aren't supposed to have earnings), somewhat hardier than the dotbombs, though of course it WILL apply to the poorly run ones). The warnings may slow down for the holidays because all business slows down for the holidays. They'll be back to ring in the next millenium. View supported by First Call via MarketWatch: netscape.marketwatch.com >>"Negative pre-announcements are like the Energizer Bunny -- They just keep going, and going, and going," quipped First Call in a note to clients. And the faucet may not be turned off anytime soon as the earnings compiler noted that last year, 43 percent of negative pre-announcements for the fourth quarter came after Jan. 1. First Call pegs the number of warnings from tech companies for the fourth quarter at 64, or 18 percent of all negative pre-announcements. And the number of S&P 500 companies that have warned stands at 101, about twice of those for the fourth quarter of 1999 at this same stage. The tech sector, First Call said, continues to be the main drag on overall earnings expectations for the S&P 500. Since the start of the fourth quarter, expectations for tech earnings growth have dropped from 29 percent to 9 percent. And for fiscal 2001, tech earnings growth estimates now stand at 14 percent, down from 24 percent. Next week's highlights on the earnings front include: Solectron, Micron Electronics, Circuit City, Jabil Circuit; Tibco Software, Nike, American Greetings, Morgan Stanley Dean Witter, Goldman Sachs, Palm, Micron Technology, Cabletron Systems, Dean Foods, FedEx and 3Com.<< Using rallies to flip, hedge, and short. My limit for HAND proved a hair too greedy, alas; did not get filled on puts. Reckon there will be other plays. Thanks to all for the ideas. Cheers, Tuck