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

To: Zeev Hed who wrote (76497)	5/4/2001 12:41:39 PM
From: Haim R. Branisteanu	Respond to of 99985

Zeev, buy warrants on the Euro EUN.WS on AMEX. bought a bunch today, finally after all SI guys gave up and the price is back to relative normal. The warrant will be zero if the Euro will close 0.8695 by February 28 2002, but more than double if Euro reaches parity. e.g. 1 Euro = 1 Dollar Nice leverage to 1 to 50 Haim

To: Zeev Hed who wrote (76497)	5/4/2001 3:04:37 PM
From: Doug	Read Replies (1) \| Respond to of 99985

Zeev: The driving force in the Techs are the Telecom Service sector. Historically that sector had a free cash flow of five for a dollar of Investment. Today, freecash flow has dropped. It is now 3.5 sales for ever Dollar invested. The sector is losing money . Because of overcapacity and consequential price wars , it is impossible for them to acheive a free cash flow of 4.5 ( Break even). Those who are now suggesting a Bull run for tech stocks have conveniently evaded the question of Investment capital , cash flow , sales and Earnings in support of their Bullish stance.