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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (47263)	1/30/2002 5:15:49 PM
From: Mannie	Read Replies (1) \| Respond to of 65232

Scott, do you have access to the article on Japan's negative valuated banking system that was posted a while back? thanks, Scott

To: stockman_scott who wrote (47263)	1/30/2002 5:18:54 PM
From: Jim Willie CB	Read Replies (3) \| Respond to of 65232

accounting is shorterm bad news, longterm excellent news amazing how Cisco has eluded the sharp knife of the media and financial hounds over accounting chicanery shorterm the obvious implication is doubt and suspicion of earnings quality in many cases such is deserved longterm though, very different story we have a giant opportunity now to do some cleaning up of accounting practices, which might engender more trust in the numbers unless GAAP practices are reformed, unless conflict of interest in accounting / auditing is reformed, unless offshore banking secrecy in balance sheets is reformed, it will be a lost opp / jw

To: stockman_scott who wrote (47263)	1/30/2002 5:42:43 PM
From: Sully-	Read Replies (2) \| Respond to of 65232

From: Zeev Hed Wednesday, Jan 30, 2002 5:22 PM I thought we'd put the high around here, and that was wrong. Yet, the last two days' decline, could set the stage for finally getting that 2011, although, about a week late, and with a breach of the 1860 today. We got some extreme fear readings today, early in the morning, the equity P/C ratio went well above 1.00, and it closed at .94. after the rally that these extreme readings could produce (still have that stubborn 2011/40 area), I expect a decline to 1793 (possibly as low as 1757) into late February early March, after which I still expect a run above 2100 into April (maybe even a double top at 2250, as mentioned in the scenario at the end of last year). Not so sure about the 2250, but if we get once more extreme readings in the P/C ratio, it could be. Until we get a string of extra negative tics on the Naz (which I do not expect until late June, I have June 28 as a potential bottom around 1650, after the April/May highs), I think that rallies will be tricky, even a rally to a new recovery high like 2250. Zeev