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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: lee kramer who wrote (93491)	4/15/2000 12:12:00 PM
From: anyer	Read Replies (2) \| Respond to of 120523

Lee, I don't share your impression of Greenspan's power. He will try, however the Fed is no longer the dog, only the tail.As for Scrumpy and the economy Rockin, since when did they ever ring a bell announcing a recession or a market top for that matter? 2 trillion out of the mkt last week; wiped out all the gains of last year 1.8trillion. Question? Where is the fuel going to come from now that everyone is already in the market trading stocks; many were wiped out or will be as their reflex buy and hold no longer works. Will they readily come back in now that they are severely injured? I have no crystal ball; I just look at the parabolic rise of the mkt on weekly charts and realize how they end. As for stellar earnings, the analysts are hyping everything; even Abby who probably is 35% tech{puts that is} weighted. The definition of stellar is subject to change quite abruptly. The market is forecasting a recession ;don't listen to the analysts or media. If I pay 50% of my income in taxes and 5% cut is called Massive and irresponsible by the media; then they are liars. A 40% cut would be massive. The media just loves big government. If a reccession comes, they will be screaming for tax cuts but not for spending cuts. As for MSFT[I'm no fan of monopoly], no one deserves the treatment received by MSFT or NSCP,etc. The US legal system is so antiquated and inefficient it is becoming more corrupt every year. They are paid more every year for delays; yes they take from us when it takes years to get a divorce, custody,child support or antitrust ruling. You want honest efficient government; then force it to restructure like everything else that wants to survive. How? Put it on a diet and it will come into the 21st century. One of the things I've noticed in traveling is that a relative lack of corruption in our country has contributed historically to our success; the winds seemingly are shifting as we tolerate more and other countries less. I personally would place more faith in Scrumpy's clown than a corrupt articulate liar who loves big government. Larry Kudlow is right in that for many of us government is becoming irrelevant. As for the market, if I'm right and Ben Stein's dog who he's teaching to trade for 4.95 is the last one in then we should look to short the rallies. I watched my RNWK go up 40 points in one day last year.INKT 60. My EXDS up and up week after week with no earnings and competition looming. It got TOO easy to make money; we showed our friends the results and they jumped in as well. Do we really believe this can continue? The public has been conditioned to buy and hold for the long haul. I submit that what everyone knows is not worth knowing and that a sea change is occurring right now. All who buy and hold tech will be annihilated the next few years with regression to the mean as the definition of value changes. Congrats to all who preserved capital and dumped their Cores. Regards, Anyer

To: lee kramer who wrote (93491)	4/15/2000 3:06:00 PM
From: Lane Hall-Witt	Read Replies (1) \| Respond to of 120523

Now, Lee, we all know the only back-room discussions Alan Greenspan is having is with the Bush campaign.