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Technology Stocks : Compaq
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To: Captain Jack who wrote (89314)1/28/2001 3:18:03 PM
From: Andreas  Read Replies (1) of 97611
 
Thread;

As you know, Abby Joseph Cohen is of the opinion that the markets will rise by year end. Certain techs are cheap she says. She also said that she likes semi's now, as one of the sectors to turn the corner first.

Others have a more bearish outlook. Vince Ferrell, (was on Caputo this morning) states that the market has already priced in a 50 point rate decrease and will decline next week no matter whatas a consequence. Heaven help us if we only get a 25 point decrease, he says. He also believes that all this talk about a recovery in 2nd half is just a lot of wishful thinking.

As usual there is a real divergence of opinion. Any thoughts as to who is most likely to be right? What's in store for next week? Are we going to go down after the rate cut on Wednesday (a cut is a given imo - I also believe it will be a 50 basis point cut - AG knows the market will head south if he lowers only 1/4 point and wants to prop up the market rather than bring it down at this point in time) or will we head up?
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