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

To: lurqer who wrote (4781)	10/1/2000 4:18:45 PM
From: Clappy	Respond to of 65232

Lurqer Dude, You wrote: Thanks for lettin' me "think out loud". Think I'll watch some football, less frustrating. I beg to differ. The reason I'm online now is because my friggin Giants can't seem to do anything against the Tennesee Titans. Somehow I think Dealie has put some sort of hex on them because the northerners are playing in the south... :^) RE: thinking outloud. I like your 3rd scenario. Meatgrinder churn seems to be appropriate. Seems to scaring both sides. For a while the Naz would slowly build over the period of a month and then fall quickly to where it started in a mere week or two. Now we are beginning to see negative news come out and then somehow the market manages to hold up. INTC and AAPL only seems to have effected the PC sector and some of the chips. Otherwise many techs actually held itself or climbed. This is happening while INTC, MSFT, CSCO and others appear to be threatened. This tells me that someone is actually seeing through the fog and buying the near term momentum grabbers. Who? The houses? Or are the retail investor/teck junkies (a.k.a. us) buying them? And are we strong enough to keep this market a float? I don't think so. So the houses must be buying. If they are buying, will they allow for us to fall? Instead of capitulation, we see complete frustration. Either method can take bets off the table. As the houses finish buying, they can begin their campaign to begin pumping the companies that they deem as safe or most promising. In essence, we don't see a widespread market run into the end of year, but instead we see a few sector bubbles created that get a lable on them that read, "Do not pop until January." It appears that the fiber/net-storage/broadband will continue to be allowed to rise and pop regardless of what the old economy companies are doing. So instead of seeing a broad based bear or bull market, is it possible we remain in this traders market for a while longer? If our economy is truly slowing, there will remain a sector of it that will provide the ability of the falling old econ companies to operate more efficiently. These tech companies will remain in high demand. They will continue to draw attention as they remain the only stocks who will maintain a high growth rate. So we will continue to see this bubble/pop/bubble/pop pattern as the rest of the NYSE continues it's fall. Right now with as many companies warning as there is, I'm wondering if there will be a catalyst for a run into earnings. Perhaps only the techs hold the greatest promise. No catalyst to rise and none to fall, either. Churn, churn, churn... Bubble riding may be the only way to make a buck in the near term. Thinking out loud, as well... Not quite sure if it makes any sense... I usually don't. -ClappyTheBubbleBoy P.S. The Giants just lost. I type and think very slowly...