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

To: mishedlo who wrote (61815)	5/4/2002 8:21:54 PM
From: westpacific	Read Replies (1) \| Respond to of 99280

On Line Travel insane valuations: PCLN - PE 418 cap 959M TSG - PE 152 cap 6.19B ROOM - PE 152 cap 3.62B EXPE - no PE cap 4.64B TSG (Sabre Group) at least a real company, just broke the VMA for the first time since rally off September lows. Technicals on ROOM and EXPE show top near to in. PCLN major gap down below VMA. This entire group is about to be hammered IMO!

To: mishedlo who wrote (61815)	5/4/2002 8:24:55 PM
From: t2	Read Replies (1) \| Respond to of 99280

mish, thanks for that clarification on max pain. I am somewhat surprised options are light this month on those 3 big caps. Is it just not seasonal factors...going beyond early year inflows and too early for 2nd quarter earnings. They have found a way to get QQQ close to the strike for so long...I just wonder if they will find a way this time too. Lots of bearishness in the AAII investor index this weekend..maybe that helps....but I don't want to bet on it. As for something good out of Cisco...not a chance imho. It is only a matter of guidance expectations right now...are they low enough (I doubt it). The Orcl, Sunw tanked last week, there is no reason Cisco cannot do the same; Orcl actually trades for approximately a forward PE=20 and still could not escape the severe drops. I wonder what that means for the rest of the techs that trade at much higher multiples and are struggling to show any growth. btw--Have you seen max pain fail in low option volume months?