<<liquatdating>>>
the thing that really scares me is the long bond 5.93 ,,if it croses 6.0 it will be a disaster,,with the fed meeting tuesday i'm waiting and will still be cautious in options,,,im lookinking to buy t =55,dell=40,netp=21,msft anything lower than 80,,,athm 135-140,,,msft imo is the #1 position to own going forward,,,they are extremely well positioned to benefit from all aspects of the net and we will see all of these investments they are making now prosper in the next 2-5 years,,,same goes for att,imo the street is starting to notice that these goliaths are going to prosper just as much if not more than the true net stox as evidenced by ibm,,,with this sentiment investors say why buy a company that is losing money when you can own att or ibm with much less risk and benefit form the soon to be booming net economy,,imo the big boys are just late to the game and will be eating up alot of the little guys if not consolodating them into their companies,,with the rising long bond i think that investors will be alot less risky with their money and drift into the low p/e companies with real earnings and growing business,,and not speculate with 22 billion dollar book companies that lose money and keep spending more even though they have never made a penny of profit,,,,i'm thinking monday could be bad!!! but who knows with this wacky market,, |
