e-Commerce Stocks - The Undiscovered GOLD Message Board

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Non-Tech : e-Commerce Stocks - The Undiscovered GOLD

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To: Return to Sender who wrote (70)	7/19/2000 6:22:30 PM
From: HerbVic	Read Replies (1) of 105

Well, as I've already stated, I can't buy into the whisper number theory. I believe it is just a construct in the language of The Street which really means "The news is out now. 'Tis the season of the Bear." Perhaps long ago when the market was much smaller and was the playground of the privileged class alone, there was such a causal relationship. Today, whose whisper numbers are you going to miss? There must be hundreds, even within MM and FM circles. At best, a whisper number is a loosely formed complex mathematical construct derived from expected growth rate versus expected burn rate, and hedged on market profile versus broader market conditions. In other words, it's invocation usually signals the unwillingness to support the current stock price with up to date performance data, and only hints at fixed but indistinct pre-news expectations. My gut feeling is that the current selling will not be very deep. We still have time for another rally before Greenspan tunes (or blesses) the money supply. (My guess is that it will be a blessing) The economy is sufficiently slowed as to not pose any serious inflation threats. There will be inflation. That was a given once the Fed dropped rates to last year's lows. But on a macro economic scale, what is most important is how long the values remained below the indistinct balance point of economic equilibrium. (coined to mean that point at which a stable interest rate in a stable world economy produces neither inflation, nor stagnation) The interest rates we saw last year corrected very quickly, and the current interest values are likely very near the indeterminate--- economic equilibrium point. Translation: I'll bet the Bulls will be back tomorrow! Regards, HerbVic

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