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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 670.92

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Nov 7 4:00 PM EST

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To: Zeev Hed who wrote (81468)	8/18/2001 9:29:26 AM
From: t2	Read Replies (1) of 99985

Zeev, Another thing about Palm. Any company that has to compete with Microsoft has an uphill climb. The Compaq I-Paq (Windows CE) had so much success that it became the number one unit on the market and so many other companies want to launch similiar products. It did this within 6 months of launching! Look for store placements to show Windows CE units a lot more than they did last fall---will make it very difficult for Palm to sell the high priced (high end) units and that is where the money is supposed to be made. Reminds of all of those venture capital firms that did not want to fund new start ups if they knew MSFT would also be a competitor in a particular product. On another note, your Nasdaq predictions are coming true. Congrats on your correct call...again. I had also turned bearish on the Nasdaq a couple of weeks ago. Funds into the market are not flowing like they were prior to March 2000 to push the market up...ie. dip buyers are not there. The one group still getting inflows is the hedge or short funds! Even the short interest does not seem that high on individual stocks even though it is at record levels--1 to 2% of float is not that high in this kind of market, imho. The one big positive that may prevent a major crash is that the big mutual funds are still unloading technology stocks as the Q2. My old favorite, Janus, is now very light on technology which is a complete switch for them. Put/Call has been getting high lately (close to April type of levels). Since you don't short, when do you see the next opportunity to go long on tech? Do you play non tech groups at all? I am holding non-tech longs in Gold/Natural Gas and some strong Euro plays.....and these have been working even while the Naz has been tanking.

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