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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: SOROS who wrote (20693)	10/26/2002 1:42:18 AM
From: terry richardson	Read Replies (1) \| Respond to of 36161

SOROS: Great post This article reinforces your point regarding the IT sector in India. India's IT sector rides a wave atimes.com The article points out that EDS based in Texas, Accenture in Bermuda and Keane in Massachusetts have operating margins of 10%, 3.9% and 2.1% respectively while Indian based Infosys had 32%, HCL Infosystems Ltd - 28% & Satyam – 28%. Also something to watch is the migration of IT tech from Taiwan to Mainland China (that name again): atimes.com The scale of this mass migration of IT production from Taiwan to China is noteworthy. To illustrate: in the process of China overtaking Taiwan for the No 3 spot in global IT production in 2001, Taiwanese investors have become equity owners of as much as three-quarters of China's IT export production while still retaining control of virtually all their own fourth-ranked US$23.5 billion of IT production in Taiwan. Regards T.

To: SOROS who wrote (20693)	10/26/2002 3:58:49 AM
From: TobagoJack	Read Replies (1) \| Respond to of 36161

Soros, <<If the US can't even maintain services in technology and biotechnology, she is in severe trouble>> Is this the start of sort of trouble you are thinking about? Message 18159365 Chugs, Jay P.S. possible antidote: Message 18159885 and current position Message 18156903 for context

To: SOROS who wrote (20693)	10/26/2002 5:17:11 AM
From: jimsioi	Read Replies (1) \| Respond to of 36161

Gold, Oil the Dollar, the HUI & SOROS SOROS Filing the following observations after reading your wisely counseled admonishment to the near sighted amongst us does seem a bit ephemeral. However, optimizing the timing of new money deployment and perhaps even successfully taking profits at the significant turns, where declines run 33%, is the purpose to which I put the following hopefully consistently based technical indicator review. Bottom Line: as the Western World's financial system goes to hell in an hand basket little signs along the way will continue to reveal when and how best to profit. Whether we see them and act properly are two additional matters. More simply being flat fully invested in gold stocks, right here, may prove, in retrospect, to have been the absolutely best investment strategy given a wide range of measures. Has been for the last couple of years. Is the timing now to have the pedal to the metal.? Percentage R and RSI looking up on Dec Gold. treasurestatefutures.com Highest close in seven days, Friday by Dec Gold. Crude breaks. $24 ahead? treasurestatefutures.com Dollar hanging at 108 treasurestatefutures.com 105 on the US Dollar index and slightly below would have been a logical stopping place on the first leg down of the dollar's being overvalued. We've had the bounce back up. Been steady for a while. Would think the next move would be with the current trend, which I'm assuming is down. Note, however, the wave structure in the rebound of the last several weeks. Is it a five way impulsive move (as opposed to a three way corrective)??? If impulsive it has one last hooray, the fifth leg, then down by an amount unknown. 110 to 105 trading range a longer term prospect.? Regards The HUI, have to say a convincing turn up in trend is yet to be made. One is close but as likely are lower prices. The PPO is basing and about to go green in the histrogram.. The DMI indicator is still in a bearish configuration though the red and green lines are pinching. No lower low was made during the week. The index finished slightly higher on the week but again below the 200 EMA. Clearly what is needed is some upward momentum. Gold over $314.50 cash would probably do it. Short of our seeing some closes at or above that level real soon, I see the HUI coming off again, providing a more favorable buying opportunity. Daily stockcharts.com[h,a]dbcaynay[dc][pc50!c200!c20!c13!f][iut!Le12,26,9!Ll14!Lh14,3!Ll14!Ld20!Lya7,14,28]&pref=G Weekly - in the longer view PPO is still down, DMI is in negative configuration and the Ultimate is falling and below 50. If gold stocks were really banana plantations, I would not own any of them based on this HUI chart. The trend is weak. I'd change that opinion even about banana plantations if we see some of those $315 numbers again and 115+ prints on the index. More likely 105 first, enroute to 87-88, the nephew perhaps of the mother of all buying opportunities. stockcharts.com[h,a]wbcaynay[de][pc10!c40!f][iut!Le12,26,9!Lya7,14,28!Lh14,3!Ll14!Ld20!Lya7,14,28]&pref=G jims101

To: SOROS who wrote (20693)	10/26/2002 1:14:00 PM
From: Sharp_End_Of_Drill	Read Replies (1) \| Respond to of 36161

Soros, you can count me in the 2% that thinks fundamentals really do matter. But, you've got to balance that with a view toward the condition of the market. Pure fundamentalists completely missed out on the late 90's bubble market. For now the play is long, with a slant toward the flakier junk like tech. Soon the play will be cash, and perhaps precious metals. The jury is out on PM equities - they will probably get crushed along with all equities in any sort of rogue wave / market crash scenario. You can't have a fixed piece offense/defense in a highly mobile battle field. Sharp