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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Investor2 who wrote (5422)	6/8/1998 4:14:00 PM
From: Cynic 2005	Read Replies (1) \| Respond to of 42834

I2, my apologies for a delayed reply. Reg why I think Bob does not see a bubble and why he is right for the wrong reasons: Since 1994, corporate profits were up 20% and the stock prices were up about 100%. Now, how do you explain this gap? Froth or fundamentals? Certainly pesky interest rates have lured a lot of money out of CDs and other cash instruments. #reply-4757731 If Bob ever said that the market will go up because of liquidity rather than purely on fundamentals, yes, I would say Bob is right on. This guy Albert Edwards (last week's Barron's #reply-4656060) calls a spade a spade. i.e. a bubble a bubble (in Ameria a mature one and in Europe a developing one) and he has no hesitation telling people that he is riding a mania rather than resorting to self deception, a la Abby J Cohen, in the name of fundamentals which I think are weak - very weak, much weaker than the market make you believe them to be. -MMV

To: Investor2 who wrote (5422)	6/9/1998 12:08:00 PM
From: wooden ships	Read Replies (2) \| Respond to of 42834

I2 and all: To recall it, some little while ago, Bob Brinker commented, in a fashion almost parenthetic, that the area of wireless internet technology represented an uncommonly good locus of future growth, in his view. I have sometimes wondered which wireless internet companies might stand to benefit directly and handsomely from a proliferation of this technology. What may be the opinions of others on this subject? Thank you.