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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: stockman_scott who wrote (46796)	1/22/2002 4:05:45 PM
From: Jim Willie CB	Read Replies (1) of 65232

be weaned from tech stocks, or suffer this is what I expected -- disappointment in tech future guidance pricing power is nil deflationary pressure from Asia is relentless overcapacity is huge still telecom aint coming back anytime this year fiberoptic is strangled by local Bell monopolies dark side abounds underground networking is limited by telecom, internet, Y2K buys Intel is struggling to find growth areas Cisco will be lucky to find flat sales, still cooking books Microsoft XP has security problems, still using public for beta testing tech is gonna be like the Boston Red Sox they just wont come thru again this year another Federal Reserve rate cut is 90% likely next week GreenShit sees the economy as still mired kneedeep in doodoo / jim

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