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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: William H Huebl who wrote (44161)	10/22/1999 7:44:00 AM
From: Skeet Shipman	Read Replies (1) \| Respond to of 94695

Bill Not unquestioning the pattern of coincidence on SI's accessibility, Sat. & last night. I have the same feeling you have, except for the bond, an interim bottom? Be careful in the techs; it looks like a rotation here. If your buying, buy at your price not there's. Skeet

To: William H Huebl who wrote (44161)	10/28/1999 12:18:00 PM
From: Bill Ounce	Read Replies (1) \| Respond to of 94695

bearish article from USA Today usatoday.com This is David Henry's USA TODAY column, which appeared Oct. 28, 1999. Stock plunges show bull market's age NEW YORK - IBM, Gillette, Xerox, Mattel, Maytag, Newell Rubbermaid, Clorox - just a few of the big-name companies whose stocks have dropped 25% to 60% in recent weeks. Each fall has its own reasons. Some are primarily the result of management screw-ups. Others are more the inevitable ends of unrealistic expectations by investors who bid the stocks too high. But together, they illustrate the increasing failings of a bull market in its old age - failings that can't be cured by new high-speed delivery of a seeming wealth of information for investors. And they point to growing impatience among investors, stock analysts and corporate executives when established businesses do not deliver the profits required to keep lifting stock prices [...] analysts and investors seem to be drowning in data. They need a company executive or report in the media to declare the trend after it is in place, says Christine Callies, strategist at Credit Suisse First Boston. Example: The market was a couple of years late recognizing weaknesses in earnings growth of consumer staples companies, such as Coca-Cola and Gillette. "The picture is there, but until someone connects the dots, the market doesn't quite see it," she says. That's a polite way of saying that many investors and analysts aren't taking the time to do their homework. Instead, they're focused on trying to run with the herd, a habit that will be particularly hard to break after this long bull market. [When will all this "running with the herd" lead to a cliff?]