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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (19675)6/12/2002 2:53:57 AM
From: EL KABONG!!!  Read Replies (1) | Respond to of 74559
 
Hi Jay,

Since you've brought Heinz Blasnik back (he hasn't posted on SI since February), I thought this little gem I ran across yesterday (during the eclipse, I might add) might be of some interest for the folks here...

internetstockreport.com

Oh, and in case anyone is wondering, since the eclipse occurred yesterday, the next full moons are on June 24th and July 24th... I'm not saying there's anything to this, but why take unnecessary risks??? <g>

KJC

PS - The article is over a year old, and refers to an eclipse in 2001, not yesterday's eclipse...



To: TobagoJack who wrote (19675)6/12/2002 7:03:48 AM
From: Maurice Winn  Read Replies (1) | Respond to of 74559
 
<get a load of this guy's pile who may have had something to do with your faith in the Q,>

Jay, he had nothing to do with it. His leading of the marauding hordes into the telecosm and QUALCOMM almost caused me to sell it all [wish I had] because they'd bid even Mighty Q too high too soon. But I decided to ride through the trough [not thinking things would go as badly as they did - Globalstar was a big crash].

I was interested [and amused] to read the replies to GG. Many of them were dopey. The downsiders are starting to seem like the irrationally exuberant upsiders were last century.

I've disagreed with GG on several things, including his disparaging of my idol Uncle Al for running a tight money policy a couple of years ago. I say Uncle Al has done it right. I expect quite fast and merciless interest rate rises [from the point of view of the heavily indebted though savers like Microsoft and QUALCOMM will earn a lot more interest] once the markets seem stable. Then again, with no inflation, he might be tempted just to let things run with low interest rates. We'll see.

Mqurice



To: TobagoJack who wrote (19675)6/12/2002 3:49:18 PM
From: carranza2  Read Replies (1) | Respond to of 74559
 
Interesting article on Gilder in the latest issue of Wired.

Interesting factoid: Anything that begins with the letter G that Gilder touched, has been a bust, from Globalstar to Global Crossing.

Each of those companies, however, has left legacy infrastructure that is hugely valuable. Give me those satellites and those submarine cables, let me hold them for a decade, and I'll show you how fortunes are made.