Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (3619)	3/29/2001 5:02:24 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 33421

On your post to susan I clicked next 10 and it sent me back about 100. Its that orcl data base. They should have picked ifmx VBG

To: John Pitera who wrote (3619)	3/30/2001 10:25:44 AM
From: Chip McVickar	Read Replies (1) \| Respond to of 33421

If you folks have not read this, it is worth the read. thestreet.com The TSC Streetside Chat: Ravi Suria By Brett D. Fromson Chief Markets Writer 3/28/01 10:41 AM ET No Wall Street analyst saved professional investors more money in 2000 than Ravi Suria, the convertible bond strategist who just left Lehman Brothers to join Stan Druckenmiller at Duquesne Capital Management. Druckenmiller is one of the top hedge fund managers of the past 20 years. Suria presciently nailed the unwinding of the telecom services industry, as well as the stock market disaster known as Amazon.com (AMZN:Nasdaq - news). People who listened to him either got out of those stocks or shorted them. While his work on Amazon.com has gotten more publicity because of the popularity of the Web site, Suria's analysis of the telecom services sector may stand as his most important contribution; after all, Amazon's peak market capitalization was $39 billion, which is dwarfed by the peak $640 billion market cap of the telecom services industry. (Amazon is now valued at about $4 billion and the telcos at about $220 billion.) Suria is a brainy analyst with a penchant for hardheaded, fundamental research. He actually knows his way around a balance sheet and pays attention to a company's credit structure.