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Technology Stocks : JDS Uniphase (JDSU)
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To: Tunica Albuginea who wrote (14446)11/29/2000 6:51:40 PM
From: t2  Read Replies (3) of 24042
 
TA, It seems that the slowdown just got more severe in the last 30 days. The companies are siding on caution, probably making a bet that it is better to surprise on the upside later...and then the stock goes up. I think Gateway wants to surprise and is taking advantage of the current stock market conditions to guide lower.
If the trend continues, i think Greenspan cuts interest rates. The last increase this year is just hitting the economy. I can't believe these guys did their projections so poorly.

The wealth effect is gone; that is why demand can just fall off of a cliff. I think if they don't cut rates this December, there could be serious damage to the economy ahead. If the economic numbers are bad in the coming weeks, the FED will have no choice.
I think that will lead to semiconductor stocks to make the first move up.

BTW---I bet even if the FED did not raise interest rates earlier this year, I bet we would have seen the same demand drop. They were probably just interfering in the market, unnecessarily.
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