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To: Jock Hutchinson who wrote (24193)	9/24/2001 6:42:27 PM
From: sea_biscuit	Read Replies (1) \| Respond to of 25814

By the way, did we hit a market low today. No. So? We don't have to hit a new low everyday. The 1973-74 bear had something like 44% "up" days. It is what happened in the remaining 56% that mattered. I wouldn't even think of a bottom until late Oct to early Nov. Maybe then would be the time to put back 20%-25% of the cash in to SPYders, and reevaluate it again by April/May 2002.

To: Jock Hutchinson who wrote (24193)	9/25/2001 11:21:33 AM
From: Andy M.	Read Replies (3) \| Respond to of 25814

Jock, All things considered, getting through a window three weeks wide is very good (not awesome) timing, and you should be commended for it; missing a semi stock's peak by 20% is also good but not the sort of thing on which trading reputations are made. Putting it in terms of two days from the peak price makes it sound as impressive as possible, and that's my point about you: despite your mix of good calls and bad calls (which makes you look a lot like the rest of us) you sometimes carry yourself on these threads like some sort of market guru. And to defend that position you work hard to undermine other people who have made good calls (especially when they run contrary to your calls), like Dipy. I'm just saying give up the pose and offer what constructive analysis of LSI you can, something that, for some reason, you keep avoiding lately, despite having recently made a claim that needs some back up (i.e. that LSI is undervalued). As far as your other beefs with Dipy go, including not making good on a bet, I leave that up to you guys. It does sound like Dipy didn't keep his word, and that ain't good. Good luck with your investing. Andy