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

To: DebtBomb who wrote (20201)	12/16/2002 8:16:58 AM
From: LTK007	Respond to of 30712

Lehman is letting everybody know early this morning that they have told their clients to reduce european equities and increase U.S equiities. Are their actually people that listen to that BS. " o my, o my Lehman just said reduce european equities and increase U.S., now i know what to do! These guys are such brilliant pros, i got to trust their advice."

To: DebtBomb who wrote (20201)	12/16/2002 8:25:36 AM
From: LTK007	Respond to of 30712

I now know why that at time of the announcement of Snow's appointment, i saw a Bush quote flash on BloombergTV breaking news that said that "challenges" were ahead that could mean sacrifices and slower growth near term. The NYT breakdown on the stimulus package it is a longterm stimulus package that is avoiding shorterm stimulus. Max

To: DebtBomb who wrote (20201)	12/16/2002 8:31:44 AM
From: LTK007	Read Replies (1) \| Respond to of 30712

from briefing.com <<16-Dec-02 08:24 ET Newsletter writer sees INTC, DELL, AMAT as shorts : Barron's reports that Fred Hickey remains bearish on tech. Intel (INTC 17.58) rates among Hickey's favorite shorts. And, while he views Dell Computer (DELL 26.63) as an excellent company, he also thinks it's a "superb short". He believes DELL's P/E of 34x earnings is "too high for an industry that is sinking". He says he would be willing to buy Dell at the right price, which he estimates is about 10x earnings, or approx. $9 and change. Hickey notes that Applied Materials (AMAT 13.56) trades at almost 5x sales vs the 2x sales stock hit at the trough in 1998. At a more modest 2x revs, AMAT shares would sell at $6.>>