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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Jim Willie CB who wrote (26494)12/20/2000 7:20:27 PM
From: Voltaire  Read Replies (1) | Respond to of 65232
 
Agree there is a lot of money to be made on both sides for the next couple of quarters.

Also like your candidates.

v



To: Jim Willie CB who wrote (26494)12/20/2000 7:22:56 PM
From: Jim Willie CB  Respond to of 65232
 
methinks 1/3 of known name dotcoms will bellyup

cutting them down 90% is a prelude to killing many of them
and 1/3 of names we recognize

more controversy to come as some are challenged for poor financial disclosure, for insider selling... which might result in death spiral lawsuits

others will soon lack a critical mass to continue business, as they cut the payrolls to stay viable... only trouble is they wont be viable after they are made viable

this is the great winnowing process, the endgame

/ jim



To: Jim Willie CB who wrote (26494)12/20/2000 9:43:29 PM
From: Ex-INTCfan  Respond to of 65232
 
ok, somehow I missed that. eom