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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Return to Sender who wrote (6665)	11/3/2002 9:15:39 PM
From: MrGreenJeans	of 95530

Rts Now I will ask you again. How big a rate cut on Wednesday? And are you certain the market will continue higher after that rate cut? Finally if you cannot answer these simple questions do not expect me to reply to another one of your posts because you certainly seem to expect more out of me than you do yourself. I mailed back my degrees via federal express. The university I attended should be getting them first thing in the morning. I hang my head in shame! There goes the GreenJeans name. (Let's face it it was worth jacksquat to begin with.) 1. I do not have to know how big a rate cut...it is useful just knowing rates are coming down. Think direction not magnitude. 2. I am certain of few things. I am certain that the market has a log normal upward bias (fact). That is all I need to know. I am certain the market will not face a double dip recession (that is two negative quarters of GDP growth). Not going to happen. You read too much in the way of pedestrian newspaper / or hear too much in the way of television analyses imo. Examine the money supply, correlate it with GDP growth, read Milton Friedman and Anna Schwartz (1963). 3. After much introspection you are correct I expect more out of others than I do of myself. I am going into therapy tomorrow. Your posts pique my interest because you seem to be more concerned about day to day market movements which indicate little in the way of long-term trends, a lot of the daily movements are just noise, as well as your perspective of looking at what has happened in the past and applying it to the future instead of analyzing what is currently happening fundamentally and thinking outside the box. Rts, I have a question for you. If you had a one million dollar portfolio during the 1972-1973 time frame and held day in day out during that period how much did you lose during that period and how much was that portfolio worth in 1979? Then tell me why I should be concerned about the vix, equity put call ratio, or where the market will be at the end of the week or in response to any particular rate cut.

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