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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (7110)	5/5/2001 11:41:49 AM
From: jimcav	Respond to of 52237

OT -- I'm glad someone else brought up that Schwab commercial. Something about that one really strikes me as eery, even a bit frightening. People are concerned about their future, and the answer is relax--afterall if you're diversified things only go up in the long term right? Who cares if you'll be paying for your kids college in 5 years, retiring in 15 years, whatever, as long as you keep putting your money in it's sure to be worth more when you need to take it out, no matter how fundamentally unsound an investment it might be.

To: Haim R. Branisteanu who wrote (7110)	5/5/2001 12:35:08 PM
From: Lee Lichterman III	Respond to of 52237

I agree on the disconnects but it will take time to weed out all the excess and filter out the survivors. As for YHOO, who knows, they could become a big player someday but they need to hurry up and merge with a real brick and mortar soon like AOL did. Heck, YHOO is about the only place I do use other than google. Look how much financial stuff they have that no one else does. Now is it worth 11 Bil in market cap? Not right now no but they can be with the right merger. Of course JMHO and no I don't own it. Just pointing out that they have built up a following at least with us financial types. They even made their charting better finally. Good Luck, Lee

To: Haim R. Branisteanu who wrote (7110)	5/5/2001 1:36:46 PM
From: American Spirit	Respond to of 52237

Wasn't Greenspan the one who popped the bubble in the first place? The one who saw the Emperor had no clothes with dot-coms flying to the moon? Yes, techs are still more or less speculative investments, but just as you can point out stocks which look like they have inflated values (assuming they don't recover soon and ramp up growth), others like AAPL have half their market cap in cash and hot new products seling to a faithful world-wide niche of customers. AAPL can hardly be called overvalued. Nor can VZ which just booked 5 billion in quarterly profits during what was supposed to be a severe recession. So a cautious investor will select a VZ over an NT even though NT might rebound 50%+ this year and VZ night only get 25%+. Or why not diversify and own both? Add an oil stock and a smart micro-cap and so forth? Go in and out. Short if you like into exhausted rallies. But to go 100% negative on techs is a losing proposition after this 60-99% fall fighting against the Fed and the likely 2nd half recovery. Yes, some techs still have perplexing valuations but those are the ones which have the hottest products and wwhich also attract shorts like flies. So no secret there. As for GE, it gets a premium because it is the #1 company on earth probably, that and MSFT. Simply the stocks average people buy first, people all around the world. If you have to own one stock it might be GE. And neither company has been much affected by this recession. Overall, the internet bubble has been popped and I think it's all become pretty rational. As for CMGI at $1, that was less than cash in the bank so it was an obvious buy. Those who did just quadrupled their money. At $5 investors are looking forward to the next stage of the ever-accelerating internet revolution so it's speculative. But the market doesn't always look backward or at the present. Sometimes it is forward-looking, too forward-looking even. Just like they're betting on biotech drugs which might someday dominate and make little companies the next PFE. As in any process of evolution the survival of the fittest will be the rule. Some of these tech companies will go out of business or fall and others will turn into giants. U pick 'em. But at least CMGI isn't at $100 anymore (where I incidentally traded it for a couple of quick profits last year, scary thought) and if you look around there is plenty of value out there and tech stocks which are either doing fine or are already starting to recover. Did you read my UIS story post? They see a big upturn in their business 2nd half and have just started giving guidance on that. But the stock hasn't moved. A buy? To me yes. But U pick 'em.