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Strategies & Market Trends : P&S and STO Death Blow's -- Ignore unavailable to you. Want to Upgrade?

To: KevinMark who wrote (12057)	10/23/2002 10:58:15 PM
From: Jeff	Read Replies (3) \| Respond to of 30712

thank you for showing back up.....you went into hiding after that INTC dump......the market went up and down after that.....you probably stayed silent because you thought another dump was coming..... but now you get lathered up again after they do a bogus semi ramp........ top must be close again..... don't be a stranger kev....

To: KevinMark who wrote (12057)	10/24/2002 12:07:49 AM
From: SOROS	Read Replies (1) \| Respond to of 30712

Exactly, what is the PE ratio on the semi's now? Do you see this group of stocks as raging values right here? Do you see this segment of industry in a ramp-up phase with business going through the roof from now through all of next year? What indicators do you use for determining when the semi's are "overbought"? Do you view bad economic news always as good news based only on the perception of what Greenspan "might" be able to do to help the bad situation? Do you think if something does not work 10 times, that means the "odds" are really better that the next time it will -- i.e. if you wrongly call heads or tails ten times, that your odds of being correct the 11th time are actually better than the first ten times? I'm really interested in your answers and stand to be corrected in my perception of you. You just seem to be a "new era" economist who bases everything on "pro-forma" data. The entire market and CNBC-type thinking has evolved just as the education system for the children has. That is, there is no right and wrong, only perception, and that can be changed at the drop of a hat. The problem with this type of reasoning is that some laws are immutable. They can be bent for only so long, and then they snap back quickly and severely, rather than gradually and comfortably as nature intended. I remain, SOROS