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 (51458)	5/15/2002 11:07:48 AM
From: Jim Willie CB	Read Replies (3) of 65232

aint going anywhere without bread either but check the downtrend in grain prices it is all about oversupply and earnings growth how many computer networking companies are out there? or fiberoptic makers, or telecommers, or chipmakers? or computer makers, or component makers? are their margins expanding? how is pricing power? how about Asian price competition? are sales growing? are businesses buying new equipment yet? is new competition arriving to grab our customers? is debt becoming a ton of bricks problem? are our bond yields rising to attract new capital? are interest rates domestically on the rise? these are the key questions and not: are these products still important? HP-Compaq said new business investment continues to suck but the market rallies anyway yday credit card driven retail sales rose nicely the day before yday the market rallied on Cisco deception this all seems too dangerous for a little investor / jim

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