VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (46719)	1/21/2002 1:21:41 PM
From: Jim Willie CB	Read Replies (5) of 65232

I now think Amazon will become profitable which means its stock must come down 50% to match PE with growth as for picking them, Enron has opened the door to phenomenal gainers in the energy sector energy is largely considered nuclear waste now some leaders will lead the pack: Calpine, Dynergy those two are so golden, it aint funny they resemble Enron NOT ONE IOTA, despite cries by NYTimes also, biotech was thrown out with the tech bathwater biotech has almost nothing of similarity with information processing based technology I think the key sectors until September are: energy, security, defense, biotech general Old Economy will do fine New Economy will flounder from extreme overcapacity still the big monster sleeper in biotech is Celera (CRA) smallcap will rule the Fed will cut another 25 bpts on Jan 29th it will surprise the markets by November, a big Republican takeover of Congress will spark a huge endofyr rally in stocks / jim

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