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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (118005)	8/24/2001 11:10:55 AM
From: Logain Ablar	Read Replies (2) \| Respond to of 436258

Earlie: You and I are starting to differ here. At least right now I don't see the economy getting as bad as I thought earlier in the year. I assume its more the drop in energy vs. the tax rebate BUT unless we continue to see layoffs (I thought we would peak in May, wrong of course) I think the economy bottoms in August. Not saying we see robust growth but we don't see the continued drop (of course we can still have selected hairballs like GTW). No guess when growt resumes and of course we can have another drop but IMO not with the Fed cuts, tax rebates and energy drops filtering into the system. I started deploying Wednesday on the long side (now 50% invested) in small caps that IMO have reached enterprise value (note I lost money earlier on trades on a few of them). There actually are stock trading for less than net assets (not saying the AR and inventory are solid but I'd rather pay $3 vs. $80 and the companys are not going out of business) No longer in gold shares (sold too early). clown tim