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Technology Stocks : Network Appliance
NTAP 103.25-2.8%3:59 PM EST
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To: mtnlady who wrote (8846)8/2/2001 5:28:04 PM
From: techreports  Read Replies (1) of 10934
 
UF I'm of the opinion that the market has not seen it's bottom yet. Too many people are still looking for a second half recovery

Yes, but if the recovery is in the 1st half of 2002, then the market will begin to move up 6 months before (ie right now)

I believe inventory levels are getting very low and new sales will begin once companies like Cisco or Nortel have no more inventory and need more chips from say Broadcom or Applied Micro to produce their products.

If things don't get worse then i doubt we'll see the market go down to say 1600 unless the NASDAQ at 2050 has a built in assumption that the economy will get better. Do you think investors have priced the NASDAQ at a price with the assumption that the economy is getting better?

just some thoughts, i wouldn't even bet my own money on my own advice.

energy prices have come down, taxes have come down, & interest rates will be effecting the economy (takes 1 year) by January 2002. Some feel companies are holding back their IT spending till Jan 2002. Oh, and earnings will look better in 2002 when compared to 2001 earnings..

All very good positive things for the economy & the stock market, which hopefully makes for a good 2002. Obviously, i'd expect the market to go up before all this becomes true. Just like the market began going down before earnings actually fell.

Here's a pretty interesting article about software companies:
thestreet.com
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