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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: DebtBomb who wrote (60269)5/2/2002 10:20:33 AM
From: sylvester80  Read Replies (1) | Respond to of 99280
 
Oh oh... now you've done it. You just lit the fire under the SS (ahem... San Suckers by any other name). lol.

Softie should be here any moment to deal with them... <gg>



To: DebtBomb who wrote (60269)5/2/2002 10:31:15 AM
From: augieboo  Read Replies (3) | Respond to of 99280
 
Dale & Rock, I think I've figured out the storage sector, i.e., why some stocks, (BRCD & EMLX), continue to do well while others tank:

The Gee Whiz Factor!

Here's how the sector breaks down:

SUNW, Compaq, IBM, etc. -- Oh, they make gigantic hard drives. <yawn> I've seen one of them. Heck, I even added one to my kid's PC. Who cares? (Yeah, I know, IBM does well, but that's 'cuz it's "BIG BLUE," not because of storage per se.)

McData -- Huh? What? You've got to be kidding? Hasn't McDonalds sued these people for trademark infringement yet?

BRCD & EMLX -- WOW! I just spent 57 hours reading "White Papers" from BRCD & EMLX. I have NO f***ing idea what they mean, but GEE WHIZ they have some really impressive charts and graphics. Whatever those thingamajiggamabobbers are that they make, they must be revolutionary!

NTAP -- did real well when everything did real well by promising "solutions" just as complex and whiz-bang as anything EMLX or BRCD put out, only cheaper, less complicated, and easier to use. (Yes, I know that's contradictory to what I said before, but we're talking about the stock market here, not reality!) Now that tech has tanked, NTAP just doesn't sound complex enough anymore.

See how easy it is to understand? All it takes is an utter lack of any technical knowledge whatsoever.

augie



To: DebtBomb who wrote (60269)5/2/2002 10:32:29 AM
From: westpacific  Read Replies (2) | Respond to of 99280
 
HMO

Cigna: net income drops 21% on rising costs
Pacificare: 859M net loss on charge
Aetna: 2.97B writedown, loss of 2.83B or .19 a share

HMO index at all time high in parabolic blow off