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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (7496)	11/9/2000 12:18:37 PM
From: TRINDY	Respond to of 30051

Zeev, I would like to know what you think the catalyst will be for a NAZ market advance. I got out of the market on election day when the supplier companies to the network infrastructure started taking hits after CSCO's earnings report. That reaction was not good and CSCO has since taken a hit as people peruse the balance sheet and see in inventory build-up and the increase in receivables. This seems the last tech sector left standing. Given that you expect 2001 to be a period of grave weakness in the NAZ with a possible cycle low of 1900, if memory serves, couldn't it be the case that we are simply seeing an early unfolding of that scenario? If we are headed up, even for a brief while, I would certainly like to be along for the ride. I greatly appreciate your continuing contributions to this thread. I read your remarks every day and certainly miss those times that you have to take off and do real work. ;-) Thanks.