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

To: Venkie who wrote (32838)	3/9/2001 1:07:56 AM
From: Hobie1Kenobe	Respond to of 65232

Donnie - "shorting MO" - do not underestimate the raw power of momo mania. The shorts got crushed in AMZN on the runup, the scared money is running into MO because it has predictable earnings and a Kraft IPO coming. It (unlike INTC) will not announce sequential 25% decline in revenues next quarter. At some point it may be a reasonable short, but that figure is probably closer to 60 than 50. JMHO JF3

To: Venkie who wrote (32838)	3/9/2001 1:21:32 AM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

<<I am shorting mo tomorrow>> Donnie: That may be a good move...The naive fund managers that are scared and don't know what to do have been dumping some money in MO of all firms....just wait until we get a new round of class action lawsuits against MO and their friends....The top US trial lawyers are working on some here in the US and overseas as well. The MO price clearly DOES NOT take into account the massive liability that the tobacco division may have. You couldn't pay me to own the stock right now....I'll sleep better with NVTL --> the new emerging gorilla in wireless modems...=) Best Regards, Scott