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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (1883)	9/17/2000 2:50:39 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 65232

Zeev, really pleased to see you on the Porch we need some balance here got several optimists who rarely seem to alter their views from the Market Direction thread, I came to respect your views as clear, well informed, realistic, and balanced you can lean positive or negative, depending on what you see but what you see is always worth sharing looking forward to reading your messages, always have, and hope to continue / Jim

To: Zeev Hed who wrote (1883)	9/17/2000 3:09:00 PM
From: Dealer	Read Replies (1) \| Respond to of 65232

Hi Zeev! Welcome to the porch we have a lot of nice folks here and it looks like a lot of them already know and respect you and your opinions. The porch welcomes all sides and hope you will make a habit of posting in the future. The regulars on the porch are willing to help other porchers reach their goals as most of us are on the come back trail. If there is anyway we can help make your stay more comfortable do not hesitate to ask. Again welcome to the porch and don't make yourself a stranger. dealie &hearts;

To: Zeev Hed who wrote (1883)	9/17/2000 3:16:16 PM
From: Jim Willie CB	Read Replies (3) \| Respond to of 65232

Zeev, what effect do you expect from large IPO calendar ??? been reading about the increase in IPO's from last year Sept and Oct show large increases over last year as determined by dollar amount we had a reduction in July and August we have a rise in Sept and October this IPO effect would tend to explain some of the weakness in the Dow and NazComp what are your views on this IPO effect? personally, I think overriding in importance is the transition for source of worry from higher Fed-inspired interest rates TO lower expected earnings as a result of Fed-inspired economic downgearing... it helps to feel more confident that the Fed is done tightening in this cycle... but the climax on taking steam out of earnings power seems to be underway Sept options expiration certainly seems to be a roadblock that has been cleared... they used the prospect of weaker earnings and certain tech sector downgrades to engineer the Naz decline appreciate your shared view, Jim