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To: Cactus Jack who wrote (271595)12/22/2003 9:30:49 AM
From: mishedlo  Read Replies (1) | Respond to of 436258
 
He seems to be deep deep in the weeds.

M



To: Cactus Jack who wrote (271595)12/28/2003 5:39:00 PM
From: Terry Maloney  Read Replies (3) | Respond to of 436258
 
Yes, I just spoke to him. He's fine, just been busy with his plane and stuff, and as mish pointed out, deep in the weeds ... says that shorts are getting killed, but he can't bring himself to go long, so he hasn't had much to say. <g>

His view on the fundamentals haven't changed ... Xmas sales sucked, massive inventories in techs (apparently cell phones especially, but also semi's), gold is good ... <g>