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Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?

To: SOROS who wrote (7923)	10/8/2002 5:28:04 PM
From: stockman_scott	Respond to of 89467

Tech stocks... Barrons about a week ago listed the following as having cash almost equal to their share price. Comverse Tech, Research in Motion, Applied Micro Circuits, Ascential Software, Apple, Sun, Siebel, Tellabs, BMC Software, Nivdia, Yahoo, and JDS Uniphase.

To: SOROS who wrote (7923)	10/8/2002 9:29:38 PM
From: jjkirk	Read Replies (1) \| Respond to of 89467

SOROS, Thanks for that warming blast from the GOLDEN DOGHOUSE. Jeff & Mishedlo have been having a discussion over on PS & Sto siliconinvestor.com Extract from Jeff's take: as far as gold.....deja vu july for that.....as the markets near what folks think will be the buy of a lifetime....they dump the only safe plays around to baghold tech again.... big boys drop the bids and funnel the herd back into the doomed market...... if the ramp off the 1000 bottom is the last ramp as the retrace suggest.....this might be the last time golds get toasted like this... da boyz might not give away cheap golds as the market bleeds to 700.... So, SOROS, we may be in a July-type drop in gold until we ramp from Comp 1000 back to 1200 around Thanksgiving and begin the drop to 700... After July, I promised I would step aside if we faced another drop like that...may just yet...jj