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Strategies & Market Trends : Rande Is . . . HOME

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To: Softechie who wrote (46472)	2/1/2001 2:28:48 PM
From: American Spirit	of 57584

Kemper Manager doesn't like techs. Didn't hold any all last year. Bought a few in December. SHould have loaded the boat. Everyone specializes in something. Opinions differ. But he's one of those dreamers who thinks he can pick up CSCO at $15. Typical anti-tech bear. I agree with one thing he says though, to sell into any sharp rallies. But then I would buy back on dips. We're in a trading range now. I don't expect huge moves in either direction. And by the way Softechie, last time I listened to you I sold too early and left a lot of profits on the table. Never the same twice but just a warning. I'm a cautious bull bargain-hunter, you're a full-fledged tech bear now. Therefore I beg to differ. And I also think we'll get another rate cut within 2 weeks. Watch it happen. Greenspan will continue to prop up the market and fight against those low consumer confidence numbers. Because of zero inflation he has a lot of leeway. Never fight the Fed, remember. And in here, just play the dips and bounces or jost hold through them. Bellweather tech INTC is selling at 21 PE. That's very cheap.

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