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To: Lucretius who wrote (272352)	12/31/2003 12:49:05 PM
From: Perspective	Respond to of 436258

Disagree that Trimtabs makes bad company; their supply/demand based analysis makes a lot of sense to me. Their limitation is that they don't have access to data on all sources of demand. They have pretty good data on the "smart" money (insiders, corporations, Wall Street), and some data on the "dumb" money (mutual fund flows), but they lack good data on individual investors, pension funds, and hedge funds. I think you can make excellent long-term decisions following that kind of analysis. Of course, you usually get signals from that kind of analysis substantially early, and you have to have incredible patience to wait for the tide to change. I agree that the tax selling is dead ahead, just wondering if people won't wait for the supposed "January effect" and postpone a few weeks longer. Also, insiders are mostly locked out from selling the next few weeks, and IPO activity should be down until after the holiday season. BC