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Strategies & Market Trends : Stock Attack -- A Complete Analysis

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To: bobby beara who wrote (30822)9/23/2000 11:34:54 AM
From: Haim R. Branisteanu  Read Replies (1) of 42787
 
BB things are evolving with a delay.

The mere fact that the dollar is topping it is a negative for the US market, as the flow of funds will reverse to Euroland, which IMHO is a more attractive investment environment. Keep in mind that the big attractions of NAZ have gone no were for many months (INTC, MSFT, CSCO, DELL, AOL as an example)

People forgoting the simplest investment rules BUY low SELL high.

My assumption is that Europe is lagging about one year behind the US in technological "outfitting" of it's infrastructure which will be done by native companies not US. France especially is very protective of their high tech industry.

This development will boost the Euro and the recovery of Russia Kazachstan (due to higher oil prices) and ECC would improve the economy in Europe.

In the high tech only a few will benefit and not the present leaders. More likely CPQ, HWP and IBM who are well entrenched there.

It will not happen next week but the reversal in trend may have started as witnessed by the continuous falling prices of US telco debt as a result of saturation in a cheerished technological / information distribution field.

BWDIK
Haim
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