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Strategies & Market Trends : Rande Is . . . HOME
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To: DlphcOracl who wrote (46818)2/7/2001 12:19:24 AM
From: maverick61  Read Replies (1) of 57584
 
Thanks DO !!! I agree with you on the chips giving us guidance and ultimately leading the way - and the timeframes you noted are what I am also anticipating. Shoot, I would prefer to be as bullish as anyone - but I think people need to be realistic. The economy is bad, and most techs have already laid out that the next quarter or two will be bad. Year to Year earning comparisons don't become easier til the quarter ending in September. So, what catalyst will there be to drive techs higher in the near term? Sure, the Fed is in an easing cycle, but that will take time to cyle through the economy. SO, for now, its best to stay defensive / selective, go with those sectors which will benefit the most and the quickest from the fed easing and preserve capital. Trade adeptly if you can. then when the time is right, move back into techs full scale.

Nothing I would like more than to see a return of a full fledged tech bull market - but IMO we need to be patient. Glad to see we are on the same page - I was starting to wonder if I was one of the few lone voices in the wilderness

BTW - I concur with you on those Jubak articles. I have always found his articles well done and mainly on the mark. He's one of the few columnists I make sure I read each week.
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