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To: Ron McKinnon who wrote (52003)	7/30/2004 7:49:42 AM
From: Larry S.	Read Replies (3) \| Respond to of 53068

OT - Kerry's speech. I have voted Democratic most of my life. That being said, I feel that Kerry's speech last night will turn out to be a political highpoint and potentially signal a HUGE change in American politics. I have felt that Bush2 would win the election. That the mantle of a war time president, one who is protecting us, AND the very clever campaign that his managers are likely to run, would insure his re-election. I expected, and expect, that the Republican barrage will be deadly and psychologically convincing. After last night's speech, i am not so sure of the probability of Bush's re-election. Kerry came out firing, showed a charisma and personality that most Americans have not seen before. He has significant credentials, even if the Republicans will portray him as waffling and indecisive. I think the election will turn on Kerry's ability, or inability to excite the youth of this country. It was 44 years ago that another JFK from beantown fired up the imagination and hope of this country, replacing grandpa Eisenhower in the eyes of this then teenager. Bush certainly has his well-heeled supporters, the mantle of a war president (we need not go into who started the Iraqi part of this war), and a very well financed campaign. It has been a long time, at least to me, that there was a presidential candidate that i wanted to vote for, rather than the better of the two choices. Let the games begin. larry

To: Ron McKinnon who wrote (52003)	7/30/2004 9:32:54 AM
From: Larry S.	Read Replies (1) \| Respond to of 53068

Ron, did you get my PM yesterday afternoon to short MGAM??? ggg larry

To: Ron McKinnon who wrote (52003)	8/1/2004 11:12:47 PM
From: DanZ	Read Replies (1) \| Respond to of 53068

As always, it depends on which stocks you are trading. Most technology stocks have gone pretty much straight down the last four weeks with next to nil rallies along the way. Unless you've picked the bottom of each day's trading range and taken a few pennies profit, and held little overnight, it has been hard to make money on the long side. Any guesses how the market will trade tomorrow with the terrorist threat out today? The S&P futures are only about 4.5 points below fair value on Globex and most large Asian markets are down less than 1%. Glancing at random message boards on the Internet tonight, everyone and their brother is calling for a panic selloff tomorrow. The masses aren't usually right, and my guess is that the markets will rally off early weakness. A threat isn't an actual attack and too many people could get caught short thinking they can make an easy buck. Panic selling or buying isn't usually sustainable, and I don't think that weakness due to a threat is sustainable. If the markets turn up it could easily build on itself. And then again, the masses might be right and the market could tank due to nothing more than a terrorist alert. Anyone have a guess how it will go? By the way, Vishay releases their earnings before the market opens on Tuesday. The estimate is 24 cents per share. I think that they will meet or beat by a little, but the forward guidance will be more important.