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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: CpsOmis who wrote (8155)	9/18/2001 6:50:33 PM
From: kodiak_bull	Read Replies (2) \| Respond to of 23153

Cosmo, I agree. I was happy today to get back (almost) to my regular routine. I don't believe our VIX of 45-46 is finished with its run: stockcharts.com[m,a]daclyymy[pb50!b200][vc60][iUb14!La12,26,9] I don't know how high it's going but personally I've gone from VIX Formula 44 to Get Your Kix from VIX Sixty Six. I will be willing to deploy capital (some) if we retrace to the low 40s, otherwise I will await further rising in the VIX. Similarly, the OSX looks like it would like to go lower. No capital commitments until we see a trend reversal in the OSX. I have not added to any shorts yet, part paralyzed by patriotism, but in the next couple of days if I see home builders or retailers I (don't) like, I'll short them. The markets are back up and working, and following my general investment thesis for this fall: down. Kb

To: CpsOmis who wrote (8155)	9/18/2001 8:27:55 PM
From: que seria	Respond to of 23153

Cosmo or others: ADCT is looking tempting at this level, although more as a long term play than a trading vehicle. I see broadband connections being expanded ever more to rural America after this recent exposure of urban risk. People already wanted more broadband at primary residences and second houses outside cities. I have only bought equipment makers so far, mostly focused on the metro market but wanting a non-Bell bet. ADCT looks like a purer play on overall connectivity.