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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (13007)	9/26/2002 11:34:04 PM
From: Nancy	Read Replies (2) \| Respond to of 16631

Dave, when things do not making sense it itself is a clue. the phenominal growth in revenues / earnings in an area eventually would be commoditized would not be sustainable. the founders know it. the shorts know it. another example is gnss. and nvda almost fits in that category as well.

To: Dave Gore who wrote (13007)	9/27/2002 10:03:26 AM
From: Prophet	Read Replies (1) \| Respond to of 16631

Dave, you raise a very interesting point regarding when shorts know what. I have been observing the same phenomena. Lately, stocks that appear to be quality stocks have taken a prolonged down turn that ultimately dooms the stock after a bad announcement. We need to start tracking these stocks. It is obvious that some groups know something; it is not anything to be surprised of . We are finding today that most celebrated companies and their executives are not as clean as they portrait them to be. I can think of several stocks I am tracking that are candidates for a down fall, purely based on shorting patterns: - MERQ - Unbelievable numbers over the last few quarters, but over the past month seems to be little responsive to up swings. - MO - Started down turn four weeks. - HD - Something fishy about it. - TXN - Started to go down and you might see it join NSM at the bottom. - ADI - Although seems to respond nicely to up swings, seems to be caught in the middle as well. - MEDI - Seems to always surprise. However, it appears to not have too much tolerance for a bad announcement. All it would take is one bad one. It has not responded greatly to the last two days of gains. .... and so on. Quite honestly, I am running out of picks in my tracking portfolio. I track about 300 stocks and every day it becomes more and more difficult to find something attractive.

To: Dave Gore who wrote (13007)	9/27/2002 10:20:26 AM
From: Bruce A. Brotnov	Read Replies (2) \| Respond to of 16631

Unlike PLCE with rating on 1 in Poormans, NLS has a rating of 7 and one of my favorite stocks for the past 2-3 years and now a candidate for ODOD of the day as it is down 4 or more. Let me know if you see anything that explains why it might be down. Did Herbie take another shot at it? BPRX provided positive forward guidance on their earnings as well as announced buyback of 4M shares. I have been holding it for some time. Bruce

To: Dave Gore who wrote (13007)	9/27/2002 6:43:58 PM
From: mishedlo	Read Replies (1) \| Respond to of 16631

But again, the point was that the "shorts" COULDN'T have known anything was wrong, because there was nothing publicly exposed and they were beatings earnings soundly. Dave this is TOTAL nonsense. "beating numbers" shorts probably figured out ESST was channel stuffing. Just like CSCO and INTC did. Eventually if PCs do not sell, DVDs, VCRs, whatever (you name the product) flash memory is another, and products that use that technology are not selling then there is going to be a big problem. You freely choose to believe management when rising short interest and lack of sales on EVERYTHING at places like Best Buy are signaling otherwise. So you come to the conclusion that no one could know and that conclusion is WRONG WRONG WRONG. The channel stuffers are hoping for a miracle and demand picks up. The shorts see it is not happening. Was clear as a bell. Rising short interest is a big big sign of a problem. Shorts do there homework. M