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To: stockman_scott who wrote (9762)	11/12/2002 4:49:46 PM
From: Sig	Read Replies (1) \| Respond to of 13815

Re: Bernie short. We had three reasons for this dip, Mr G's talk, the Election, and renewed War talk.(UN vote) I give the market a 50/50 chance up or down. Since that is useless to go by, I think we best spend time studying individual stocks. Trading in this down market did not make profits for me, but did keep from losing . I will reduce trading by 80%, buy more longs. Use no margin Talk will start on Christmas sales about th 26 th of Nov. I expect the big stores (S, etc) carrying rather common supplies will not be happy, with people looking for something different at the specialty shops ( ann, shrp, gps) who should do well. And once more if the big stores do poorly, analysts get down on all the retailers which is very irksome. I am being forced back into Dell now ( over 40% ) by selling losers and moving into better stuff.And if no other stocks can hold on as well I may go up to 50%,70% Peering into the crystal glass, I think I see someth..............nooooooooooo, now its turning cloudy again. Sig

To: stockman_scott who wrote (9762)	11/13/2002 7:16:56 AM
From: Sig	Read Replies (2) \| Respond to of 13815

<<< Greenspan to testify about the economy>>> AFAIC (IMO) , we have crossed a ridgeline and cannot see ten feet ahead due to the snowjobs presented by market experts ,analysts, and some companies. finance.yahoo.com^IXIC&d=c&k=c1&c=^dji&a=v&p=s&t=3m&l=on&z=m&q=l The facts and figures available to Mr Greenspan can be interpreted or presented in several ways Since we are teetering on a brink, I hope he realizes that the wrong words today can send the market plunging into an abyss or follow some higher ground. Markets and economies are so complex that no one person can see the whole, but Mr G is in the best position af anyone to see .the outlines of the entire beast and give us some kind of word description.. Is it on its knees, still struggling, or improving due to the last few injection of liquidity ?. What is good Doctors the prognosis? Like most doctors, though, he communicates in Latin so it may take several days to interpret what he says or read the prescription. And in doing that, the newscasters may infuence the outcome by injecting some of their own speculations and ingredients.. Best of luck, get well soon. Sig