VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: BirdDog who wrote (39793)	8/5/2001 3:41:35 PM
From: Jim Willie CB	Read Replies (2) of 65232

nothing, name a few (GX is one) almost everything I track and observe is higher than April4th he doesnt exclude the possibility of a retest in August just says "probably seen the lows" Louie likes midcaps now he still thinks acting defensively using energy stocks is wise all these massive writeoffs and layoffs will be good for stocks but you gotta pick the survivors in each sector the big writeoffs are like passing huge balance sheet hairballs I think people will be fooled how very few bigname techs will see their fundamentals materially recover in the next 9-12 months as strong as Y2K was, we will see weak Post-Y2K my buddy in technology forecasting firm still says all their clients are planning for low 2002 capital budgets I dont believe the recovery (whenever it comes) will mark the onset of a new business expansion cycle by 2003 we will be facing much the same problems as now only with even larger household debt and wireless will be the onliest healthy wing within telecom voice prices are still falling broadband will ensure that trend will be in place / Jim

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