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Strategies & Market Trends : The New Economy and its Winners
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To: 16yearcycle who wrote (3403)11/23/2000 12:27:34 AM
From: Bill Harmond  Read Replies (2) of 57684
 
It will all matter again when the market gets over this temper tantrum. Analysts are all trying to find redemption in the "value" school. They are under awesome pressure. One phone call after another from institutional investors asking for a benchmark to hang a bid onto, and their confusion is evident in their rushed, half-baked analyses.

Risk, risk, risk! Meanwhile the performance-driven Jimmy-the-triggers are rocking in a corner somewhere sucking their thumbs, or running screens looking for marginal differences between food companies, leaving the market-non-makers the only reasonable choice (because they're all risking bank capital now!) but to take their order flow to outside bidders...you know, the same guys sitting in the corner rocking or obsessing on 5% growth defensive issues! It's a bloody, vicious cycle. Private money is setting stop losses and having them taken out. Stop losses are suicidal here IMO.

I think the only way to treat this market is like a child throwing a tantrum. Don't reason with it, just put it in a room somewhere (where it can't break anything) until it exhausts itself.

To say that this tech market is at risk here from declining profit expectations is yesterday's news. How much will growth slow? 85%? Yeah, right.
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