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Strategies & Market Trends : The Millennium Crash -- Ignore unavailable to you. Want to Upgrade?

To: Arik T.G. who wrote (1772)	12/12/1997 7:47:00 PM
From: bobby beara	Read Replies (1) \| Respond to of 5676

Hi ATG, now that's a book value that KLIC's right in with reality -ggg- Now when do the Dow book values find their rightful place in history. what's your target on Soft aren't they around 20x book? It had the same bearish coil as all the rest, but all the greater fools wanted to give Billy one last chance to exit at 150, too bad they didn't make it - They just got caught in the Microsoft Mouse/Bull Trap -ggg- Think that softies will be selling some options after Jan 1 ???? or even sooner. We may get to see why Balmer and CFO recently were nervous about the stock price. Have a Beary Christmas, bb

To: Arik T.G. who wrote (1772)	12/14/1997 12:46:00 AM
From: bobby beara	Respond to of 5676

Hi ATG, this thread has become very very quiet and perma-bears You, Bill Hueb and Ground Zero have all become bullish (at least short term) Sentiment Indicator? On another note the recent posts are discussing Nostradamas??? More ominous tea leaves: SOXX (used to be Head and Shoulders above the rest -ggg-) just broke thru it's neckline and INTC is close. Any rally in SOXX will only be till the next earnings warning. INTC 28% exposure to Asia. The recent quarters Europe has been the excuse for flat earnings. Now Asia. INTC kept it's mouth shut - no warning last Q, wonder what they'll do this time. (My crystal ball says more of the same -g-) quote.yahoo.com quote.yahoo.com^SOXX&d=1y The tech bull died on October 27th, it was a rhyme with 29, but not quite on the dime -g-. Maybe NO BK, maybe just a myth, only a grinding bear, with rotational sell-offs - MAYBE NOT. Maybe we can thank IBM's share buyback for that (or cursing them, for not letting the air out of this balloon all at one time) Soxx showing no signs of bottoming yet. Look at gold charts recently if you want a clear picture of a commodity in a bear market. The semiconductor glut and overcapacity the Michael Burke has been hammering about is finally showing up in the share prices. It existed six months ago, but the bulls ignored the warning signs and bid the stuff up anyway, I guess we needed this several month blow-off to dry up the liquidity, so this market could resolve itself. People should have listened to Uncle Allan, like they should have listened to Warburg in 29'. Shoulda, woulda, couda oh My! (I shouda listened about my irrational unexhuberance -ggg-) ABX took a 20% hit off it's neckline in the last month quote.yahoo.com and gold has had all the air taken out of it. IMO - Silly con could easily have 20% more taken out of it in short order, with much further downside. Many fund managers still are in denial about SEA & Korea (will Japan and China enter the frey? - probably). bb