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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (71785)	3/11/2001 10:23:24 PM
From: mishedlo	Read Replies (2) \| Respond to of 99985

Anyone that buys YHOO out at a $9B cap with no earnings is totally NUTS. Not gonna happen. Who has $9B these days. YHOO will sink to just above its cash on hand plus whatever its technology is worth. Thus I see YHOO falling about 67% from here. Do the same eval on the others and I bet you get similar results. M

To: American Spirit who wrote (71785)	3/11/2001 11:04:15 PM
From: bobby beara	Read Replies (3) \| Respond to of 99985

>>>>>Don't forget Naz already down 60% and many top techs down more. Internets down 95%-99%. What you're predicting is a total write-off of tech stocks and the world-wide internet revolution. >>>>> dood, not a write off, just the mark-down phase, after a mark-up phase that beat any delusion of this century in breadth and scope. the internet revolution was how easily the carpetbaggers, swindlers and scambags could lift money from regulary joes', on unproven totally junk paper and value hundreds of internet companies with untested business plans - each more than small and even large productive asian and european countries. expect the mark-down phase to overshoot, just like the mark-up phase overshot to the upside. b

To: American Spirit who wrote (71785)	3/12/2001 2:52:20 AM
From: iod_sherwood	Respond to of 99985

ok.. whatever dude... that's basically my mantra... i was technicall bullish until september's failure. August one one of the best months of trading ever actually. Once we completed September, it was quite obvious the 3 day sell sell sell 1 day squeeze pattern and that was classic bear.. I've been preaching my concave NDX correction since hmmm... november or so, first formally and it's been working up lat nov till now. Of all the internet stocks, maybe 3-5 have survived, of the literally 100s. I know this guy who has like an internet wastelands list.. literally hundreds of them. which are all basically useless. since 1998? ha! by then YAHOO was already a huge name and continued to be... people didn't know about Ariba as much, but surely yahoo was big. no, the internet is not dead, nore will it be anytime soon, it's still growing and fast! rate cuts will not bring the errant spending that we saw in recent years in tech. all of companies are refocusing and realizing that there was a lot of excess that was not needed. I'd say the long term upside from here to end of the year... you'd probably do bettter buyin GPS at open tomorrow than CSCO. tech is great. there are a lot of things that are undergoing change. there will be a lot of flat/lower revenue growth periods/quarters to come while things sort out. CMGI is basically about burning cash. SCNT too. you mean WCOM is desparate to be taken over? ERICy was always a lost cuase. SUNW is losing market share for the short term to liquidators and receivership sales, as is CSCO and other equipment manufacturers. Lucent has already been sacrificed. no, those techs aren't all going to zero, but in the months to come if you think you can get and play the same bounces out of the same old tech stocks, i'd think you're pushing your luck. happy trading. the spin has been the same old crap. my take is there will be no recession... just lots of inventory/glut/overcapacity issues that will hit certain sectors on a rotating basis... probably takes 12-18months to correct. 7month XLNX inventories... and still growing... cheerios.