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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (18545)	10/17/2003 7:44:16 AM
From: Dave Doriguzzi	Read Replies (1) of 57684

My longs are doing much better than my PUTS so I'm just biding my time for the inevitable consolidation. I think people are looking at alot of this data with rose colored glasses. I agree that business is stabilizing and starting to get some traction (for instance my family has a small business that is up 20% this year, I hear that large companies are starting to buy enterprise software again, and of course PC's and the chip sector are rebounding, etc.) but I think that the markets have gone way too far too fast and I don't see much in the way of increases in revenues and employment and there are still way too many geopolitical risks. I've heard it descibed ar "sugar shock" (a low rate, massive stimulus, liquidity rally). Look at what the CEO of IBM just said for instance. But alas I've been saying this now for months so what do I know!

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