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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: pater tenebrarum who wrote (47848)	12/14/2000 6:05:38 PM
From: Cynic 2005	Read Replies (1) \| Respond to of 436258

I did some detailed analysis on this some time ago! I will post a link to you later. In the mean time... A real tout-a-thon is going on at Oracle head quarters! 17:52 [ORCL] ORACLE CEO SAYS SALES PIPELINES ARE 'ASTOUNDING' 17:51 [ORCL] ORACLE SAYS COMPAQ HAS PURCHASED ITS ENTIRE BUSINESS SUITE 17:51 [ORCL] ORACLE WON 25 ADVANCED-PLANNING DEALS IN FISCAL-SECOND QUARTER 17:50 [ORCL] ORACLE CUSTOMER WIN IN Q2 INCLUDES AMERICAN GENERAL 17:50 [ORCL] ORACLE SAYS MORE CUSTOMERS INTEND TO USE ENTIRE E-BUSINESS SOFTWARE SUITE 17:49 [ORCL] ORACLE CUSTOMER WIN IN Q2 INCLUDES JDS UNIPHASE 17:48 [ORCL] ORACLE EXPECTING 12 CENTS A DILUTED SHARE THIRD QUARTER EARNINGS GROWTH 17:48 [ORCL] ORACLE FOURTH-QUARTER REVENUE GROWTH SHOULD BE 'SIMILAR' TO THIRD QUARTER, CFO SAYS 17:47 [ORCL] ORACLE EXPECTING THIRD-QUARTER APPLICATIONS GROWTH OF 75 PERCENT OR BETTER 17:47 [ORCL] ORACLE TOTAL LICENSE GROWTH IN THIRD QUARTER SHOULD BE 25 PERCENT, CFO SAYS 17:45 [ORCL] ORACLE REPORTS 66 DAYS DAYS-SALES-OUTSTANDING VS. 69 YEAR-AGO 17:45 [ORCL] ORACLE'S INTEREST INCOME DROPPED VS YEAR-AGO 17:44 [ORCL] ORACLE SAYS HIRING INCREASES FOR FIRST TIME IN FIVE QUARTERS 17:43 [ORCL] ORACLE CFO: PERCENTAGE OF DEALS GREATER THAN 1/2 MILLION UP 45% VS 36%YEAR AGO 17:41 [ORCL] ANTITRUST REGULATORS COULD DECIDE ON TIME WARNER-AOL DEAL THIS WEEK 17:40 [ORCL] ORACLE SAYS PRODUCT CYCLE IS GETTING BETTER 17:39 [ORCL] ORACLE CFO: 'IT WAS AN EXCELLENT QUARTER. THERE WERE NO REAL SURPRISES' 17:39 [ORCL] ORACLE HAS FOURTH CONSECUTIVE QUARTER OF DOUBLE-DIGIT PROFIT MARGIN GROWTH 17:39 [ORCL] ORACLE CFO: 'WE HAVE SEEN NO SLOWING IN OUR BUSINESS' 17:38 [ORCL] ORACLE CFO 'VERY OPTIMISTIC' ABOUT FISCAL-THIRD QUARTER 17:37 [ORCL] ORACLE LICENSE GROWTH 32 PERCENT IN CONSTANT DOLLARS 17:37 [ORCL] ORACLE DATABASE LICENSE GROWTH 26 PERCENT GROWTH IN LOCAL CURRENCY 17:36 [ORCL] ORACLE REPORTS 19 CONSECUTIVE QUARTERS WITH NEGATIVE FOREIGN CURRENCY EFFECTS

To: pater tenebrarum who wrote (47848)	12/14/2000 6:10:16 PM
From: Cynic 2005	Read Replies (1) \| Respond to of 436258

Well, I retract that earlier statement - the hit to cash is about 7-8 bil. Message 14512208

To: pater tenebrarum who wrote (47848)	12/14/2000 6:55:35 PM
From: AllansAlias	Read Replies (3) \| Respond to of 436258

You may have observed that I try to be somewhat evenhanded with the permabulls. After scanning the permabull boards this evening, as I am wont to do once a week or so, I am so befuddled and shocked that I feel a desire for their annihilation well up in me. This is a wasted emotion I know. My friend, I tell you, in general they are dumber than we choose to believe. I am now beginning to think that we will have to go lower than I thought in order to have clown capitulation. I try to play both sides of this market, but I am thinking that I will allow for more on the downside that I was willing to accept. There is a fairly large cadre of clowns with lots of money still, who will not be talked out of buying the dip until they no longer have the means to do it. I think they will see COMPX 2300 as a buying op, 2200 as a bigger one, and so on. It's just f*cking sad. I mean, what do they think? Do they believe they can leave jobs and trade the market part-time with so little background? Do they honestly believe it's supposed to be so easy. I am a nice man, but when they are on the other side of the trade I could give a rat's-ass about them. They have to know that it is this way -- this is meant to be a cruel business. It does not matter how much they read to their kids, what good they have done with their money, and so on. I want to take their money. If they do not want to take mine, then they have no business trading/investing. Their hope keeps them in it and their hope keeps the market pointed down. Sweet irony. -------- Down leg today had momo, eh? Intraday wave count looks evil just now, bwthdik.