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To: Lucretius who wrote (3190)	9/22/1998 12:20:00 PM
From: The Ox	Read Replies (1) \| Respond to of 14427

Do you still subscribe to the theory that South African gold mines are a better play then their US counterparts?

To: Lucretius who wrote (3190)	9/22/1998 12:58:00 PM
From: Alias Shrugged	Read Replies (2) \| Respond to of 14427

Hey LT!! How are we supposed to short the rally when it only lasts 15 minutes?? HMMMM?????? Still playing HD and WMT to the downside. Also have small short positions in INTC and DELL (these will be long-term sell and hold). BBY looks good for a long term short. Re: Stepping in to prevent the current financial crises from getting any worse - the damage has already been done. Excess credit has been created, lousy investments were made. Discussions are now centered on who will pay the price. Re: Investor sentiment and the "oversold" crap - people are still looking for the "growth" areas, what the next hot sector/stock is, who the next "Dell" will be. We will be oversold when everyone is focused on preservation of capital and finding true "value" investments. Re: Lower interest rates - this will simply allow more malinvestment. Last week sucked - but there does not seem to be much strength in the market. Good Luck everybody. Mike