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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (501)	5/13/2001 8:50:52 PM
From: allen menglin chen	Read Replies (1) \| Respond to of 6873

X-box, E3 show and game stocks on Barrons cover this week. "But the potential juggernaut that has everyone agog is Microsoft, whose Xbox is expected to debut this fall. Already, Bill Gates -- who in a sense is engaging his Japanese counterparts, Hiroshi Yamauchi of Nintendo and Nobuyuki Idei of Sony in the ultimate global videogame -- has appeared at three industry convocations to hype the Xbox. He's got plenty to hype, because, in terms of horsepower, it promises to dwarf the offerings from his two big rivals. The Xbox will have 64 megabytes of processing power, built-in broadband capability and polygon performance -- a measure of how quickly an image can be changed -- of a standard-setting 125 million per second. DeMatteo, who says that Gamestop gets about 15% of new game hardware allocations in the U.S., recently stopped accepting advance orders for Xbox because they exceeded 50,000. GameCube is trailing those orders by about half, but is gaining rapidly. The hype will reach fever pitch this week at the Electronic Entertainment Expo in Los Angeles -- E3 to the cognoscenti -- where Sony is expected to unveil details of its Internet strategy, and Microsoft and Nintendo will battle each other to wow the crowd with their consoles. Meanwhile, software publishers like Electronic Arts will divulge details of their coming titles." ... interactive.wsj.com Tom, NVDA, ERTS might see its last trading top next week. NVDA could pull back to 60s and SPWX 30s in the next few months.

To: Tom Hua who wrote (501)	5/13/2001 8:56:18 PM
From: allen menglin chen	Read Replies (1) \| Respond to of 6873

<<That's why it's been trading below cash>> Tom, I agree. Many stocks are trading below cash for a good reason. NENG, LQID, STMP, COMS just to name a few. <<Bezos, however, is confident they will be profitable by the end of the year. We will see about that.>> Bozo's AMZN Q4 2001 "profit" is pro foma. Since AMZN has large interest to pay for its huge debts. AMZN bond holders might eventually own the whole company; while equity holders are holding the bags. AMZN book value is -$3.49. Cash per share has decreased to $1.79. Like RRRR; it would probably report positive "cash" pro foma earnings like it did in the last 4Q early next week. CSCO's reported pro foma earning +0.03 cents last week, but actual loss is -0.37/share. And CSCO's cash per share has decreased to 0.85/share.

To: Tom Hua who wrote (501)	5/13/2001 11:37:28 PM
From: Michail Shadkin	Read Replies (1) \| Respond to of 6873

Tom Hua - I agree to disagree with you First let me say this: It does not make us bad people or bad traders to have opposing points of view. In fact it is quite healthy. We can all stand to learn something from each other. NVDA - I wish you lots of luck in your short position. My current long position will be closed by may 15 2pm or stop at 75. It is nothing but a trade to me with some pretty solid reasons. (read my earlier posts for the reasons) That said, I didnt like NVDA short in the 60s, 70s or now. Allen Chen is God's witness, as I advised him to leave this one alone on several occasions. I feel there are much better fish to fry out there. RRRR - I welcome your criticism, but next time you might want to do a little research into what real earnings and proforma earnings are before bashing the idea. That said, RRRR is nothing but an earnings play to me and 1-2 days after earnings I will move on. I am always open to criticism and scrutiny, as I aim to be the best trader I can be. I step up to the plate every day with my plays and my opinions. I also never run and hide from a bad play or outcome. My successes and track record speak for themselves. With open arms, I welcome your opinions on this thread. We can all stand to learn from your wisdom, just dont expect me to agree with all of them. (and vice versa) Good Luck, Michail