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

To: Warpfactor who wrote (11353)	12/30/2001 8:12:32 PM
From: Warpfactor	Read Replies (2) \| Respond to of 23153

HTP Contest - All Cap tech final results: JimP, already the Boom Boom Room poster of the year, adds another title, compliments of a monster move in SAGI. JimP ran away with this title, with a near 80% gain. Rory and Ed also managed positive gains in their tech ports in a tough environment. Jim P CATS SAGI SSTI ISSI NITE -34.0% 450.1% 27.2% -18.0% -26.6% 79.74% Rory Heiner XING FDRY COMS PSFT SANM 27.7% -17.0% 32.8% 45.0% -14.8% 14.74% cnyndwllr NUAN KOPN TFS FDRY CLRN -38.6% 151.5% 18.5% -17.0% -51.5% 12.57% Charles Spillman CORV IOM MFNX PMTC TRMB -61.5% 141.0% -90.2% -17.6% 6.4% -4.38% Gottfried AMAT NVLS LRCX KLIC LU -15.5% -14.3% -13.8% 15.2% -16.8% -9.04% Jungle Investor MXWL SBLU NTAP CORV ISIL -42.6% -9.5% 37.6% -61.5% 28.4% -9.52% Warpfactor PHTN NUFO AVNX QLGC ONIS 93.2% -77.2% -61.4% 49.0% -82.6% -15.79% John T Clarke VLNC ISSI EXTR VRTY LSCC -36.2% -18.0% -33.5% -18.2% -2.8% -21.76% CommanderCricket CTS CLS JDSU NT SCMR -27.0% 19.0% -61.2% -56.3% -45.7% -34.22% BruceL MRVC LPTH COMS PALM AVNX -38.0% -73.4% 32.8% -45.8% -61.4% -37.18% Whitepine DITC LPTH OPWV CERT AETH -50.1% -73.4% -63.6% -75.3% -40.6% -60.61% pls418 no entry -100.0% -100.0% -100.0% -100.0% -100.0% -100.00% Quehubo007 no entry -100.0% -100.0% -100.0% -100.0% -100.0% -100.00% Sharp End of Drill no entry -100.0% -100.0% -100.0% -100.0% -100.0% -100.00% Excardog no entry -100.0% -100.0% -100.0% -100.0% -100.0% -100.00% Frank no entry -100.0% -100.0% -100.0% -100.0% -100.0% -100.00%

To: Warpfactor who wrote (11353)	12/31/2001 1:56:41 AM
From: whitepine	Respond to of 23153

Warpfactor, I was thinking about these "bets," today, but I couldn't remember the board. Thanks for posting the results! I'll go out on a limb for '02 and short everything except food stocks (?) and that is still questionable. Have been thinking about tone for the new year and this changed my mind >http://www.economist.com/world/na/displayStory.cfm?Story_ID=917304 With most states short of revenue, international problems in South Asia and Argentina, etc., I can't imagine how the consumer will continue to sustain the economy. Thus '02 will be worse than '01 (financial projection). Based on this assumption, I will take a few bond positions for shorter terms, and stay cash or on the sidelines. I had favored bios, but PE's probably will compress as other areas of the market head south. At this time, IMHO, risks outweigh any rewards that I see. Plan to keep an eye open for opportunities, but the macro landscape looks lunar. My real results for '01 were much better than my selections for your contest. Avoided major loss of capital and might have actually gained marginally. Staying on the sidelines was not painful. Don't mean to sound bearish-just trying to understand realities of macro world. Good luck to the longs after 1/1. whitepine