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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Guy Gordon who wrote (4506)	1/16/2000 11:42:00 AM
From: t2	Read Replies (3) \| Respond to of 24042

Does anyone else think that the bonds are going to have a spectacular run up starting in February if we get a stock market going sideways or correcting. IMHO, bond yields are going to start dropping below 6.50 and further downward to 6.25 by end of the first quarter. If we get a stock market correction, you can bet that bonds will be in demand considering the very high real rates of return. However, i don't believe that a stock correction in February is as likely as i had thought back in December. That incredible volatility in the Naz in early January spared us any big drop in the next month or so. It will only create a buying opportunity -- the usual buy on the dips approach. Those that panicked in the last couple of weeks could be waiting for their re-entry, dampening any correction. I am glad the selloff had ocurred. It has made me more confident going into next month. If as i predict the bonds yield start dropping as we get January economic data (especially same store sales and employment data), the strong performance of the bond market will again help the stocks rally. It is only if both markets go down, that we got a small problem.----ie correction and not a crash. I doubt it as we are headed for a slowdown in consumer spending, IMHO.