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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (26631)	9/9/2001 11:28:57 AM
From: orkrious	Read Replies (1) \| Respond to of 30051

Zeev, many thanks for your thoughts and generously sharing your time. If you have a chance, can you comment on VRTS and CHKP? Message 16319159 Jay

To: Zeev Hed who wrote (26631)	9/9/2001 11:35:38 AM
From: orkrious	Read Replies (1) \| Respond to of 30051

but I do not think it likely if the 1600 on the Naz were to hold Given that we are only 87 points from there and you expect a "murderous" decline, wouldn't it be incongruent to expect 1600 to hold? If you were to assign odds of it holding, what would they be. TIA Jay

To: Zeev Hed who wrote (26631)	9/9/2001 11:38:29 AM
From: Jerry Olson	Read Replies (1) \| Respond to of 30051

HI Zeev INTC broke a big bottom last week under 26...AMAT still looks weak to me as well... while i've been expecting a short term rally here as the SOX index is heavily oversold on the daily and weekly bell curves on P&F..that rally will be shorted.. my downside target on the SOX is next support at 460, both INTC and AMAT night beak their april lows too on the next expected push down move.. however..it will be a nice buying opp for me using Leap Calls...i've used this medodology for years at panic lows...it's too good to be true<g>... and Zeev any uptick in the equips, will move those stocks first as always...if your conservative numbers are right then the stocks will pop since they can easily beat this years numbers even tho their terrible...<g> that will be my bet...right now??? there are NO Orders from my sources..zero..zada..none...

To: Zeev Hed who wrote (26631)	9/9/2001 11:54:20 AM
From: Joe King	Respond to of 30051

Another POV Internet II: Rebooting America Michael S. Malone, Forbes ASAP, 09.10.01 Getting real and getting it right. The biggest economic boom in history is bearing down on us. It's heresy to say such things these days. Most of the world is hunkered down, just trying to survive the fallout. Companies are still laying off people. The economic indicators are still pointing in every direction. So announcing another great era of prosperity risks public humiliation. But the fact is that all the signs of a massive turnaround are in place. It will be across the board, from chips to wireless to information technology to a Great Global Grid, providing a wealth of opportunities for entrepreneurs, consumers, and investors. It will come in the form of universal broadband access, unlimited network server availability, global virtual malls, real-time enterprise computing. It's the firstborn offspring of the Internet, only it will be sleeker, smarter, and more agile and obedient than its predecessor. For now, let's call it Internet II, or the ultranet, or meganet. Potentially it could eclipse the unprecedented economic expansion from 1992 to 1999. That's the good news. The bad news is that such a boom will place a burden on America's infrastructure that it currently cannot bear. Without the money and political will to carry the load, the new boom could be strangled in its first months by a shortage of electricity, roads, and runways. Both prospects, the good and the bad, will come with enormous costs and demand considerable sacrifices. Before events sweep out of our control, we have just a few months to make some very important decisions. To understand the coming boom, we need to look at the technology landscape and identify the forces converging to ignite it. The first of these forces, one that underlies the rest, is the return of the high tech business cycle. For 30 years before the 1990s, the semiconductor industry, mirrored by the electronics industry as a whole, rode a roller coaster of boom and bust. The 1990s, with a nearly eight-year run of continuous expansion, appeared to obliterate this cycle. In fact, the cycle was still there--chips and PCs suffered a downturn between 1996 and 1998--but it was camouflaged by the early and unexpected arrival of the e-commerce boom. The latter was so huge that it filled the trough, leaving many--including some of the industry's keenest analysts--convinced that the traditional business cycle was obsolete and that the tech bubble could expand indefinitely. We all know better now. The cycle reasserted itself with a vengeance, and we are still reeling. But if the business cycle is back on track, that also means that the bottom is near and the next upturn is just months away. And the next peak? In 2004 or 2005.

To: Zeev Hed who wrote (26631)	9/9/2001 12:03:44 PM
From: mishedlo	Read Replies (2) \| Respond to of 30051

Zeev - Someone asked me this and I have no logical answer. I doubt you follow the stock but perhaps you have seen the situation before and can comment. Following is question to me. Stock in Question is O - a REIT ====================================== I just got a notice in the mail from the broker which states in part: First Amsterdam Financial Services has announced an offer to purchase up to 15,000 shares of Reality Inocme Corporation ( ticker: O). The expiration date for this offer is September 28, 20001. The terms of the offer are as follows. Participants will receive $21.15 cash per share, less any transfer fee charged by the transfer agent, a $60.00 administrative fee, and any distributions paid on or after August 3, 2001. ............ (deadline for the offer is September 25, 2001 and the fee for participating in the offer is quoted as $25.oo) Okay, I don't get it. the stock is currently trading over $28. So, naturally, i sold it after finding nothing in the news. I still dont get what all is going on, but it looks like a pretty safe short down to the $22 area. Any comments would be appreciated. ~j