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To: pater tenebrarum who wrote (65460)2/7/2001 2:15:59 PM
From: prosperous  Read Replies (1) | Respond to of 436258
 
Since Sept 2000, small value is up about 18% and large value about 6% and I think it has mainly
been due to the mechanics of rotation of money into something other than large growth (they
still seem above traditional valuations to me). A good
barometer that the market is coming to its senses will be when "the small/large value shows
Red, but just lesser Red than other overvalued junk" that will reiterate an important lesson
that "all stocks are risky and there is no safe heaven there (may be lesser pain but no safe heaven) ".



To: pater tenebrarum who wrote (65460)2/8/2001 1:32:55 AM
From: JRI  Read Replies (2) | Respond to of 436258
 
To anyone: Any concensus here about what are the most overvalued/biggest bank for short-buck/ best shorting op. around (once this day/couple day rally is over with?) and we continue the wedge breakdown...

I am assuming old standbys RIMM, CIEN, BRCM will head the list...what about GMST, QCOM? Others?

Any help appreciated.



To: pater tenebrarum who wrote (65460)2/15/2001 3:06:14 PM
From: JRI  Read Replies (1) | Respond to of 436258
 
I take it that your Feb. 23rd low "scenario" determines that COMPX action next week should be lower.....and the "lower action" could start as early as tomorrow?

On the 23rd, another lower high...and then zoom up (if AAII bull no. remains in low 30s or lower, Rydex, TRIN numbers are "right", etc..)