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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (49353)	3/19/2001 2:54:54 AM
From: RinConRon	Respond to of 57584

And if you add Perot's votes to Dole's then Dole is Pres. Get normal spirit. If your picks had wings they could?? Vote??

To: American Spirit who wrote (49353)	3/19/2001 2:28:06 PM
From: maverick61	Read Replies (1) \| Respond to of 57584

AS - again catching up on the posts here as I was busy this morning . As I posted yesterday, I really don't want to be drawn into a political debate, etc - and after our last adventure, which I had a strong partisan bent on, I am convinced it really doesn't do the thread any good. So, I really won't respond to much of what you have wrote - except to say the following (Your notes in quotes): "Anyway, add Nader votes to Gore's and 56% voted for someone other than Bush. You can support Bush all you want just don't fool yourself into thinking he won the popular vote " True - but yet you could add Perot's votes to Papa Bush's in 1992 and you could add Perot's votes to Dole's in 1996 - and in both cases MORE than 56% voted for someone OTHER than Clinton. So what is your point? (Rhetorical question - no need to answer) "In a just world McCain would be president now anyway and you know it." UMMMM, thats why we have elections. OK - enough politics - onto a couple other subjects: You question Ashok Kumar in one of your posts - As much as I detest many Analysts - Kumar has been more right than most - and is never one afraid to make a contrarian statement. So, I wouldn't dismiss him so lightly. Finally, LU - as I noted before, this is one screwed up company. Management has sucked - palin and simple. They are struggling to turn things around - and taking some desperate steps to do so. Do some research into the AGERE IPO - they are pretty desperate to get this thing sold. Here are just a few links www2.marketwatch.com public.wsj.com And this was supposed to be one of LU's crown jewels. As far as the deal with VZ - all you know is the total contract price. FOr all we know, they can be giving away the farm - just to maintain capacity. As Kanetsu pointed out, a big contract at a negative margin can't be good. WHile I won't be that negative, I truly doubt their is any strong semblance of profit margin built in for LU in this deal. Face it, they are desperate - sure, the contract sounds nice on the surface, but don't expect big profit windfalls from it.

To: American Spirit who wrote (49353)	3/19/2001 7:39:37 PM
From: rocklobster	Respond to of 57584

AS... I urge you to go look at a chart of the day of the last two fed meetings.. both dec and january went almost straitght down beginning right after 2:15 and continued straight down for dayz afterwards. In December, I bought stocks the day before the fed meeting and thought that the feds actions were already priced in. Well that thinking cost me $50,000 in equity. I was margined in long positions and they tanked immediatiely following the fed announcement and never came up for air. I had a brief feeling of regret as they all rocketed up from where I sold them in January, but now they are all way down even from where I sold them in december.. Don't expect any rally off this fed meeting.. My guess is the big boyz will gap the market open big tomorrow and after the fed meeting announcement it will be straight down.. I'm expecting tomorrow to be the first day of another 4DML. unbelievable that the dip buyers havn't given up yet.. BWDIK rok