<<So I see a rally that only fizzles, then back to what we have now, till the market has a better idea of what this broadband age will mean to all of us.>>>
Part of what I see is continued volatility with less
inclination to take risks, exactly what Dr. Greenspan ordered. Continueing denials of messing (with the market)
often indicates one IS messing with the market which was finally admitted to by the statement that the effects of equities money IS considered by the Fed while making decisions.
Buy and hold per the old days is nearly finished excepting perhaps for 2 years period or more.
Today its rotation, with people seeking safe havens
as the analysts point alternately to oils, airlines,
commodities, funds, financials, or whatever is "hot",appealing and saleable for a month. When one area tanks, they will point to another.
Oil services Yeaaaaaaaaaaah
PC's are dead .HUH?
Chip manufacturing equipment, thats where its at
Cymi, Klic, Klac Yeaaaaaaaaaaaaaaaah
Utilities Yup Yup Yup- safe haven and maybe 5% avg per year. One needs more to just stay even with hidden inflation.
Appreciate your dedication and efforts on stocks that can do and have done much better.
Regards
Have Yuh got eny Dell left ?(hehe)
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