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

To: Cynic 2005 who wrote (12323)	12/24/1997 1:43:00 PM
From: Otimer	Read Replies (1) \| Respond to of 18056

Mohan,What doe's this mean. Wednesday December 24, 1:00 pm Eastern Time NYSE closing imbalances for December 24 NEW YORK, Dec 24 (Reuters) - The New York Stock Exchange reported the following closing imbalances. GM SELL 52,500 WMT SELL 94,200 XON SELL 98,500 GE SELL 73,900 KO SELL 106,200 RD SELL 72,100 PEP SELL 72,500

To: Cynic 2005 who wrote (12323)	12/24/1997 5:00:00 PM
From: John Doyle	Read Replies (5) \| Respond to of 18056

Mohan: I need your help. I own about 8 DOW stocks on margin. I have held them for over a year. What is your recommendation for a hedging strategy for the next three months. I don't want to sell and pay gains or reduce my margin. What would you suggest?

To: Cynic 2005 who wrote (12323)	12/24/1997 10:33:00 PM
From: gianelda	Read Replies (1) \| Respond to of 18056

The market's going to slowly erode this year. just read the charts of each of the major tech stocks since OCT. You can thank all the analysts who are paid to calm the markets down then, that all was right and Corp USA was an island of prosperity, just to keep the inflows to mutual funds strong. It worked for almost 5 weeks but now many fund holders are starting to see their declining balances.(just ask around) Many of them are shocked into no action, but eventually their going to start withdrawing. What's happened in japan & Korea was self delusion. It's now been 10yrs in Japan since the bubble burst. It'll take Korea almost as long. The question is how deluded are the fund holders? PS the I read prichards on MF 3 weeks ago and so far, his call on selling IBM, Dell, Msft were right (previously he called solvex & TLC short also) and most frightenly was his all out sell everything alert. I'm starting to believe it.

To: Cynic 2005 who wrote (12323)	12/25/1997 7:17:00 AM
From: ForYourEyesOnly	Respond to of 18056

Re: Semis & Networkers: Mohan, I just started reading your thread very recently, but so far I LIKE WHAT I SEE! I agree with the suggestion that semi equipment cos may have a large downside risk next year with almost no orders from Korea, and reduced orders from the DRAM boys. I have sold all of my semi stocks except for DPAC. However, I am still holding my networking shares (MRVC), and I am wondering what you see for the networking sector next year. Networkers have already come down considerably; do you think it is likely that the networking sector will see a downturn similar to what is expected in the semi sector? It seems that communication bandwidth is currently the bottleneck for the growth of the "information economy", so I would expect (hope) higher than average investment here. What is your take on this, and on the valuations for these companies (CSCO, MRVC, etc.)? Merry Christmas!! THC