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Strategies & Market Trends : Bill Fleckenstein, the BEAR! Is he finally right? -- Ignore unavailable to you. Want to Upgrade?

To: Serge Collins who wrote (9)	9/1/1998 8:33:00 PM
From: Jan Garrity Allen	Read Replies (2) \| Respond to of 259

Battle weary?? We have just begun to fight!! However I did sell 50 percent in July and I am waiting to see if Tues was a dead cat bounce aka Clinton Effect which I believe will psychologically hamstring this market until Congress takes action on the Starr report!We also may see the mother of all rallies over the short run ! I live in Asia and try to keep a pulse on it and it is very serious over here but if you pick wisely you can still make money in the short term ! I am sad that all the good IPO s are pulled and looking forward to see if goldman sachs will go Ipo!I am a raging bull but day trade for short term on the side!SO Bull or bear the market is a gamble and ya hafta love it!

To: Serge Collins who wrote (9)	9/2/1998 1:22:00 AM
From: Kevin Sullivan	Respond to of 259

Q3 earnings may be poor for the broad market but for the leading tech sector, which has swung this mkt, past is prologue. The reported earnings for months now continue to show the software firms (big, middling and small) running away with revenue growth of 25-50% + and earnings growth of 25%+. This is not going to go away any time soon; for many reasons, not least of which is that it is much cheaper to buy software and systems than to continue to pay expensive IT talent; and, the modern pace of competition, esp in IT, is hellish. These marketplace forces will not abate.