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To: Larry S. who wrote (22850)4/1/2000 2:31:00 PM
From: Beachside Bill  Read Replies (1) | Respond to of 53068
 
Larry, I really don't think retail has hit a bottom but technicals are hard for me to read so you are probably right. Banks and retail need a few more months in my opinion. Brokers are going much high with an AGE target of 100. I will adjust that in the future do to the Technicals.

I want ODP and hate your SPLS. I just want ODP at 9, probably won't get it but love the company. I am expecting AUG. for that one.

I know, arrogant and too many times I am wrong, but valuations have gone beyond absurd.



To: Larry S. who wrote (22850)4/1/2000 3:21:00 PM
From: Ron McKinnon  Respond to of 53068
 
Larry
actually I think we are both on track

I just think that the excesses we saw for a few months may be over for now
till the next time

what that means is that I don't see the solid, profitable, old economy stocks falling back to the lows
nor do I see the "new" ones going anywhere near the old highs

simply put I think we may see more balance for a while

but there will still be sector swings

and right now I think that the tilt of the past few weeks may re adjust

maybe ggggg


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