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To: Knighty Tin who wrote (171350)	6/9/2002 6:10:13 PM
From: yard_man	Read Replies (1) \| Respond to of 436258

I don't know ... I see confidence as still pretty strong in the financial folks and the policy makers. I see plenty of reasons to stay bearish. I don't see value being all that great of a refuge if CSCO gets taken to single digits or DELL goes to the teens -- at some pt it is going to stop being company specific and they are just plain going to sell and figure out what is a relative good value later, IMO. I also don't think stocks are discounting how big of a slowdown we are really going to get. They say the consumer is 2/3 of the economy ... Generally, I like your style and esp. ur discipline -- but I expect this sort of reasoning would have precluded you from recently playing INTC to the downside or other tech names -- Yet, when the bear is established. These overvalued stocks are off their all-time highs but still grossly overvalued, they represent real opptys for making money on the short side. How many folks made tons shorting or putting overvalued stocks consistently in the late 90's. If u were smart at picking and timing you could have some winners that made up for the losers, but not nearly as good as pooting or shorting after the market broke. What about all the carp that bears have been talking about for years that haven't even happened yet -- especially the recognition that many loans will never be paid back -- it's happened in Telcom -- it's happened with the internuts, but we both know that the bubble was in no way confined to these two sectors. Still a lot of people bullish on the market as far as I can see ...