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Politics : High Tolerance Plasticity

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To: Second_Titan who wrote (1542)	3/13/2001 8:08:19 PM
From: ItsAllCyclical	Read Replies (1) of 23153

Sorry my intent was not to get everyone to sell everything. I was actually buying. Just trying to remind people that these stocks are not necessarily bargins here, PE's mean very little if conditions are deteriorating, and this is probably not a lasting bottom for the techs. Although the VIX, Put/Calls ratios and up/down volume all were calling for a ST bottom on monday. Besides we've bounced off every "K" marker so far (4000, 3000 etc). Could see a rally from here prior to earnings reports and into the Fed rate cut, but then I think it's sell on the news as most it will be negative again. It really depends on Japan and also whether or not the US malaise spreads to the rest of the world. If more tech co's start talking about a global slowdown then get the h*ll out of everything. So far it's been spotty and very infrequent. Currently the Nadsaq and the analysts are not even considering this possibility. Other than tax selling this fall, this is my biggest concern as there will be no speedy recovery if that happens. On the plus side, the inventory correction is over halfway done imho. I'm also suspicious of the semi's bottoming so soon.

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