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

To: Lee who wrote (8113)	11/22/2000 2:30:24 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

Actually, in that same post I suggested my preference, a minor tax cut directed to increased consumption (like lowering the bottom bracket or increasing by few thou's the transition from 15% to 28%). Some of the items you cite are indeed part of the reason that I have a very bad market year next year. You forgot the rapidly deteriorating situation in Asia, and the fact the US ability to serve as a "demand of last resort" from the Asian basin is no longer there when we run deficits in the $300 B per month. In the meanwhile, hit me with a 2"x4" since I have just engaged in a "falling knives exercise" buying back SNDK here at $43-1/16, so far the lowest ask. Also jumped back onto BRCM at $115.25.