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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: GREENLAW4-7 who wrote (37343)	12/11/2004 10:30:33 AM
From: jim_p	Read Replies (2) \| Respond to of 206316

Greenie, I've been watching for the last two years also. If you believe rates have to go up they should be a good short, but the question is when to short??? If you look at the build in inventories for HOV, you would think that sales are already slowing. Cash flow for the past 12 months is negative due to inventory build. So far I'm about even on all my shorting so it's hard to get excited. Jim

To: GREENLAW4-7 who wrote (37343)	12/13/2004 12:56:51 AM
From: t4texas	Read Replies (2) \| Respond to of 206316

yes, and i recall the ceo of amcc in 2000 going on tv and emphatically telling us that he in no way saw any downturn in his business coming. he was visibly upset at some analyst that said a downturn for his biz was going to happen. i don't remember which month this took place with amcc, but the stock kept bouncing way up and way down for a while. i think homebuilders are in the same mode today. they all have big short positions so i am not going to be surprised to see them way up for a while. their ceo's are becoming the largest touts for the homebuilder now -- except for jim cramer. it is impossible to call a top in homebuilders, and only time will show us the rollover. if you go short, how committed are you to hanging on to an underwater position. how long did cpn, kkd, etc., shorts have to wait to get paid?