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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (8581)	9/14/2000 2:48:59 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 10921

No, I do not endorse the Dow 36,000 in the next 5 to seven years, but later, sure, and if they keep changing the Dow to weed out the weaklings and add to it gorillas, who knows Actually, I think the demographics support the idea that in 5~7 years we'll see either the start of a massive bear market (worst scenario) or the begining of a long period of side ways trend in everything fo a decade or so. Anyway, we've had a surplus for a while now and the market has still done ok. The only big threat to the market that I see is the worldwide trend in draining the liquidity by the central banks. ST

To: Zeev Hed who wrote (8581)	9/14/2000 4:52:44 PM
From: Ian@SI	Read Replies (2) \| Respond to of 10921

Zeev, the rationale is that the Government takes out of the economy more money than it puts in, and thus a contraction results from this monetary liquidity soaking action). NOt this time. AG is doing a reasonably good job of ensuring that the surplus is used to inject liquidity by buying back treasury bills and bonds. With fewer bonds to soak up the money, equities may well get a share of the excess. But don't listen to me. Listen to Mike O'Brien of Wit Soundview give his views on the cycle and some specific companies. Takes about 13 minutes. radiowallstreet.com Ian.