Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Tom Kearney who wrote (9650)	11/15/2001 12:42:13 AM
From: Bill Harmond	Respond to of 57684

Blodget leaves Merrill nytimes.com

To: Tom Kearney who wrote (9650)	11/15/2001 4:41:04 PM
From: Bill Harmond	Respond to of 57684

Briefing: 15:11 ET ONI Systems (ONIS) 8.62 +0.20 (+2.4%): -- Update -- Finding late buy interest as reports hit the market that company's CEO is talking up the quarter; apparently saying that business is going well.

To: Tom Kearney who wrote (9650)	11/15/2001 4:43:07 PM
From: Bill Harmond	Respond to of 57684

Briefing: 15:37 ET Celera Genomics (CRA) 28.09 +2.04 (+7.8%): Stock trading up 8% on midday note from Banc of America: Axys merger a major positive for CRA (should close tomorrow), makes CRA look more like an integrated biopharma. Merger very complementary: Axys has several advanced preclinical project, CRA has money, exposure, and instrumentation. Most promising N-T drug in Axys pipeline is osteoporosis drug that is partnered with MRK (royalty rate high single digits). CRA holding analyst day on Dec 12.

To: Tom Kearney who wrote (9650)	11/15/2001 6:50:07 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 57684

Tom, The yardeni fed model has gone neutral, the Vix is under 28, and oracle is weak, so I am cutting back asap, down to about 60% long. I'll ramp up if we can get a 10% correction, the vix gets back over 32, or the fed model gets back to about 5-10% undervalued range. Full disclosure: I went from 200% invested to about 100% long about two weeks ago, anticipating these indicators would give a warning then, which they did not do, primarily because of the strength of the 10 and 30 year bond, until the last two days.The point is I got worried too early and may still be. Certainly the momentum is incredible and feels like the first q of 2000.