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To: GREENLAW4-7 who wrote (45939)	1/20/2001 11:16:58 AM
From: gamesmistress	Respond to of 57584

which financial institution will announce they hold their NOTES?? Bank of America, JP Morgan Chase, Citigroup etc. latimes.com

To: GREENLAW4-7 who wrote (45939)	1/20/2001 1:05:11 PM
From: American Spirit	Respond to of 57584

Chill out. You sound panicked. The dollar has stablized and if it weakens multi-nationals get a bonus. Did you know a firm like IBM makes 60% of its money foreign, for instance? As for going too far too fast I disagree. Maybe we'll level off in a week or so but I think there's room to run and I for one don't want to miss it. Just pick undervalued stocks. If you think something's really over-valued short it but I can't think of anything except some biotech which MIGHT have a product someday. The glass is half full, really. GG Don't fight the Fed, remember.

To: GREENLAW4-7 who wrote (45939)	1/20/2001 3:01:33 PM
From: $Mogul	Read Replies (2) \| Respond to of 57584

I could not have expressed it any better my self. Your ascertation is right on! You see this situation just as i do. I guess in the information age, people have not yet been able to put real data to use..which is rather startling. In 1990 the average PE of any stock was 10, and the highest was 20. We have EBAYS trading at 400 PE, that boast good earnings that are fully valued at current levels for the next 5 years. Water will seek it's own level on these stocks... when the VC's and IB's start to really hurt when they have to play the musical chair game and get out at all odds..so far, beleive it or not..it has not happened... but it is near. Stocks like WEBM, AVNX etc that are VC driven...will P eople need to realize that in 2000 on a % basis loss in the NASDAQ was the same as the 1929 crash just over 11 monthes vs. 3 days I feel that actully we are in a leg 3 wave down out of 4 but the last leg could hurt, the most, as this 3rd leg is nothing but a bear flag rally. Investors new to these mkts, need to further there education on some basic fundamentals. It is like driving a car..sure you can do it with out a licensce, but eventullay you are going to break some road laws...and investors...are breaking those laws with no discourse to the repercutions. And it is not all individual investors. It is the VC's, Funds... these guys are intelligent, all went to business school..understand economic policy, but it is once again the fear and greed that drives this, not wanting to miss a rally. In this last little January effect rally... it was mainly retail... and IB's using there trading divisions capital mkts' trading teams that benefited most on the trading side, evven with there inventory at record lows. They do make money trading..a 30% part of most or the small to Med size IB's business. Water seeks it's own level.... that is the bottom line.

To: GREENLAW4-7 who wrote (45939)	1/20/2001 3:32:12 PM
From: Mike M	Respond to of 57584

I don't see it GL...Your concern of dollar value is admittedly troublesome over the long term, should the decline last. Money would eventually be repatriated from our market. From a business standpoint not as troubling as it makes our products more competitive and improves the bottom line of the multinationals. While I agree we will experience some market weakness towards the end of the month and into February, I don't see 2200 any time soon. I have trouble seeing the NAZ much below 2500 within the next two months. We may not see the same immediate reaction from another 50 basis point move as the last time, but it will likely keep a floor on the market and give companies some breathing room. Furthermore, some time in February there should be a reaction to the FED's move. Don't fight the FED, GL, it just doesn't pay. Japan is admittedly a wild card but I don't share your view that our market depends on their success.

To: GREENLAW4-7 who wrote (45939)	1/20/2001 3:46:44 PM
From: Jane4IceCream	Read Replies (1) \| Respond to of 57584

"...and the Japan markets lack of rally tells me TROUBLE IS LURKING!!" I dont share this view. US is basically the pacesetter for global economics. Compare the breadth of foreign investment dollars in the US to that of Japan or any other country. Japan and other countries are also dependent of US resources like lumber and wheat....etc....that Japan does not physically have available to serve their populace. I wish you luck with the ways you play the markets but a more solvent approach does wonders for the psyche. Jane