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To: Shack who wrote (19475)	11/5/2001 7:43:32 PM
From: UnBelievable	Respond to of 209892

You Must Have Been Long At The Time

To: Shack who wrote (19475)	11/5/2001 7:53:10 PM
From: At_The_Ask	Read Replies (1) \| Respond to of 209892

Everyone believes in the bear market now even bubblevision. CBS marketwatch and alot of the usual mainstream market commentators are bearish. I dont know if that means buy the dip or what? I do know that when those AMAT commercials with the singing Japanese lady and the shining cell phones is on a hundred times a day then a top is not far behind. Even worse is the new ones with the song "Dream" or whatever. Both of those are on Bloomberg like every commercial break. AAACH makes me want max out my credit cards shorting AMAT.

To: Shack who wrote (19475)	11/5/2001 7:58:26 PM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 209892

<<They were quick to pounce on some of the glaring short-comings in the CSCO numbers and I heard Insana and David questioning the excessive liquidity today>> Insana and David are the only two commentators with brains there, that's all. The cheerleading starts "before the bell", continues through the "power lunch" all the way to the "market wrap" (NOT to be confused with Fleck's "Market Rap" by any stretch of the imagination). Bearish? Hardly. Just stretching the bullish continuum to within a few light-years of credulity, the better to pacify the masses while they lose their a$$es!

To: Shack who wrote (19475)	11/5/2001 8:17:24 PM
From: JRI	Read Replies (1) \| Respond to of 209892

OT Nope, my PMs to Ted David are having an effect-g... Really, I think it's survival man...if they kept the rah-rah cheerleading act (which, of course, still survives, but has been toned down considerably), they would be despised....as is, their rating are likely gonna suck bad before this thing is over.. Credit to Ted David though...I honestly think he is trying to change the culture there...he gone further than I ever imagined in some interviews (you can see some of the old standbys interviewees getting caught off-guard at times- "what the hell is this?"..) Having said this, CNBS could improve 100% and still not be top drawer financial reporting ..but hey, progress comes in small steps..and from I hear, they are pretty cheap (pay-wise), so they aren't attracting Harvard MBAs there..