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Re: Paul A post# 259106

Friday, 06/18/2004 2:39:53 PM

Friday, June 18, 2004 2:39:53 PM

Post# of 704041
Paul, this dull market is all about ramps and distribution-
WTF on valuations for EBAY, AAPL, IMCL, APOL, BA, RIMM, COF, CTC, and, okay Zeev, even POOL

Who could possibly justify these valuations with any attention being paid to the market environment in which each operates? ALL impacted IMTO by the growing unwinding of the carry trade (per the Roach comments today)

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