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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: MR. PANAMA (I am a PLAYER) who wrote (10378)	12/6/1997 9:28:00 PM
From: Elllk	Respond to of 18056

Bonnie Bateman only means this if you are blonde and like strip club cologne and several other strange things (as per his profile). In investing, however, he is strictly a follower of consensually validated insanities and with respect to violence seems most impressed with the most effective and historically widespread kind, ie institutional. Larry

To: MR. PANAMA (I am a PLAYER) who wrote (10378)	12/6/1997 9:54:00 PM
From: Bonnie Bear	Read Replies (4) \| Respond to of 18056

Institutional help: ya, I have an MBA in international business with part of it done in Asia, been there, done that. Institutional help because I suggested going long on DLJ, MTSI and ROK a few weeks ago before they had their nice runup? and my posts on looking for undervalued smallcaps and REITS near book value? I'm not a permabear and still hold a large 401K long position, I'm just not willing to pay 10 times book for stocks, and I know what fear is lurking in those balance sheets. History repeats itself. If you want to buy into this mania I have swampland in Florida I'll sell you for a few million bucks. I am bearish on dow and S&P. I am bullish on smallcaps, ADRS, mining/garbage dumps and REITS as long as interest rates stay low and I can see something like 1.X book, good growth and yield on the balance sheet. It's neurotic to care about book value, I know, but it's one of those things that comes with institutional help. -eom-