VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Boplicity who wrote (27738)	12/30/2000 11:38:23 AM
From: altair19	Read Replies (1) of 65232

Greg...first of all, Happy New Year to everyone. ....your #4. I agree for one reason. When AG lowers interest rates, it will take at least 3-4 before manufacturers will react buying new equipment, folks that need to buy money get their act together, etc. Right now, most of my clients are telling me that inventories are high and the pipe lines through channels are fairly full. This will take time to work itself out along the supply chain. Also, the larger tech plays like the Seibels, Q's etc that have always had strong business plans, patented technology and have strong leadership teams will weather the storm and prosper. Folks that are skilled traders (not me) will always do well. The folks that confused their trading prowess with a hot market over the past three years will have a tougher times. I have taken V's strategy and watch the houses carefully. Net of this....glad to be alive in these exciting times. Very best Altair19

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