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To: Shack who wrote (18551)	10/30/2001 4:46:19 PM
From: The Freep	Read Replies (1) \| Respond to of 209892

I don't know why you'd bother with ENE. Sure, it may have a heckuva bounce, but those types of declines have usually indicated systemic problems. Seems like the risk/reward doesn't stack up. Anyone looking at the SOXX these days? It's been dragging the Naz down, and I wonder if we can't get a clue about the Naz overall based on what the SOXX might be doing? (And an INTC CC today to boot!). On this 60 minute chart. . . stockcharts.com[m,a]eaclyymy[pb50!b200][vc60][iUb14!La12,26,9] The move off the (double?) top certainly shows one wave down then a very flat period, and now a new down. But unless the whole Naz is about to melt, I don't see how the SOXX can be about to start a 3 down of some sort. So. . . any of you smarter fellas got a smarter read? the freep

To: Shack who wrote (18551)	10/30/2001 4:46:21 PM
From: Doo	Respond to of 209892

I've been watching it all the way down. But, you should try to find a copy of the Sunday NY Times article on ENE. Nasty. Makes it sound like a potential LTCM debacle. Probably time to buy it. ;)

To: Shack who wrote (18551)	10/30/2001 5:07:31 PM
From: Challo Jeregy	Respond to of 209892

you might look at adbe -g-

To: Shack who wrote (18551)	10/30/2001 5:54:02 PM
From: ru2	Respond to of 209892

If my memory is working right they were implicated in the California Energy scandal. Possible three black crows on the weekly chart. Monthly chart looks like it may be heading for $7 I might be a buyer at $7 if it gets that far. R

To: Shack who wrote (18551)	10/31/2001 12:37:28 AM
From: Berney	Read Replies (1) \| Respond to of 209892

I spent several hours researching it last night. After the effort, I'm still not sure whether it is the buy of the year or the sell of the year. It reminds me a lot of TYC or FNM some time ago. The same thing is occurring here. The attack is brutal and on issues that the most advanced investors could not comprehend, but the earnings estimates are not coming down. It is now at about 5x next year's earnings. The problem is that management took a brutal hit on "investments" to the tune of some $1B (after tax) in the last quarter with no advanced warning of the problem. Further, it appears that about half that amount was due to entities that corporate officers had a position in. Moreover, the management, which is well-respected, has been less than forth-coming on this issue, or whether any more of these time bombs are sitting out there. Worst still, GS has it on their recommended list. However, it is clear that the "core" business, whatever it is, is extremely profitable. I do have a position from much higher levels and have watched this with amazement. I'd previously decided that I'd wait for the folks that want to eliminate it on their 10/31 statements before adding to the position. FWIW, but one of the interesting Big Boyz. In any case, it demonstrates why the next best seller of the Beardstown ladies is going to be titled: Buy and Hold Sucks! Berney