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To: robnhood who wrote (57881)1/15/2001 1:18:45 AM
From: patron_anejo_por_favor  Respond to of 436258
 
Yep, Fleck has been proven right on so many companies thought to be absolutely unsinkable this year (DELL, INTC, GTW, and MU immediately come to mind), and he was a bit early in his calls on all of them. I feel Noland will be proven right on the banks/credit card trash and GSE's, but everything will be thrown up to protect them, so it may take some time to play out (which is frustrating and expensive if you're short). Nonetheless, this is a big earnings week coming up, along with the CPI, and we could see some well-aimed torpedos strike below the waterline soon. The above only my very humble opinion.

Regards (and keep some powder dry, just in case)

Patron