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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: chaz who wrote (46387)	9/10/2001 2:55:17 AM
From: tekboy	Respond to of 54805

I'm shorting SEBL and BEAS, and considering HD, ANF, and am looking for additional shorts in retail. Interesting. One of our erstwhile skeptics, meanwhile, is heading in the opposite direction: Message 16316754 Time will tell who is right, I suppose... tekboy/Ares@lyinginthestreetbleeding--agoodsign?.com

To: chaz who wrote (46387)	9/10/2001 3:22:51 AM
From: OZ	Respond to of 54805

I'm shorting SEBL and BEAS, This would be a bad entry here. Try shorting them when you feel like buying them. I suspect that it would have worked for you in the past right? I mean SEBL has been cut in half in the past month in a straight line down. Why would you short here? Sure it may fall a few more points but the bigger move should be up. Time to be at the front of the line and not the back don't you think. That is how we get paid. Oz

To: chaz who wrote (46387)	9/10/2001 3:30:37 AM
From: techreports	Respond to of 54805

I have been rattled by the unemployment figures...to 4.9 is a big jump from 4.5...that's almost a 10% increase. My hunches tell me consumer spending is headed for a major slowdown, so (if I'm right) don't look for the retailers to maintain their margins. As an aside, I've noticed an increase in FSBO cars parked on vacant lots right here in Orange County. Our local paper now claims that Orange County has become the highest level real estate market in the state...but I know three people who are sitting on houses for sale who have reduced asking prices for lack of offers. There are fewer people in restaurants...and my son has noticed it in his tips. I'm shorting SEBL and BEAS, and considering HD, ANF, and am looking for additional shorts in retail. Hardly GG behavior, but I feel now this will restore some of my capital, which unfortunately isn't mine anymore. chaz, good luck with your shorts. I think i'm just going to try to raise as much capital as I can over the next few months and just sit on cash and wait till the economy recovers or till stocks like beas, gmst, qcom, sebl, ebay, jdsu, sbux, and others are trading a p/s ratio under 1 or 2.

To: chaz who wrote (46387)	9/10/2001 5:22:20 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

I'm shorting SEBL and BEAS, and considering HD, ANF, and am looking for additional shorts in retail. Hardly GG behavior, but I feel now this will restore some of my capital, which unfortunately isn't mine anymore. Not that it doesn't mean continued correcting of the stock in the current pessimistic sell-off, but Barron's had a mention of BEA Systems on a valuation basis this weekend: marketwatch.com "Barron's cover story features a roundtable of analysts assessing the past year's tech wreck. Among stocks receiving favorable mention based on valuation and market positioning were e-commerce system builder BEA Systems (BEAS: news, chart, profile)...." I haven't read the full article, but it might be worth taking a look. Take a look at the revised earnings estimates of technology companies and calculate the forward multiples that some of these stocks are trading who have products in various stages of the product adoption life cycle. Some, both on a trailing as well as forward estimated revised earnings, might present half way decent longer term opportunity if the sell-off continues and one has the fortitude to apply gaming principles and longer term holding attributes. BB

To: chaz who wrote (46387)	9/10/2001 7:47:19 PM
From: BirdDog	Respond to of 54805

I have been rattled by the unemployment figures...I'm shorting... As Elmer Fudd would put it: "Be vewy vewy carefull." There is a record number of shorts in the market right now. As a result, any kind of volatility in the market could result in a short covering rally... One heck of a short covering rally..."the likes of which you have never seen before". The quote is from Teresa Lo... one of the best TA people on SI. The shorts have much reason to be nervous...there are so many of them that they have created an extremely small exit door. They are vewy vewy nervous.....because they have great paper gains and they know the exit door is small. It won't take much at all to "short squeeze" them... BirdDog