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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: bobby beara who wrote (52244)5/26/2000 9:57:00 AM
From: Les H  Read Replies (1) | Respond to of 99985
 
US CHIP STOCKS WEATHER FED ATTACK BUT FUTURE PROSPECTS CLOUDED

bondsonline.com

US DURABLE GOODS ORDER, ECONOMY SLOWING

bondsonline.com

Last time, the electronics orders fell this strong in January or February the tech stocks took a good whack.



To: bobby beara who wrote (52244)5/26/2000 10:52:00 AM
From: Benkea  Read Replies (1) | Respond to of 99985
 
bobby:

"great trade to go long bonds now, durable goods orders big drop"

With 1/2 of BRK's book value represented by bonds, I suspect this is why it has been holding up.

Scary re: chips.