Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Tunica Albuginea who wrote (14446)	11/29/2000 6:51:40 PM
From: t2	Read Replies (3) \| Respond to of 24042

TA, It seems that the slowdown just got more severe in the last 30 days. The companies are siding on caution, probably making a bet that it is better to surprise on the upside later...and then the stock goes up. I think Gateway wants to surprise and is taking advantage of the current stock market conditions to guide lower. If the trend continues, i think Greenspan cuts interest rates. The last increase this year is just hitting the economy. I can't believe these guys did their projections so poorly. The wealth effect is gone; that is why demand can just fall off of a cliff. I think if they don't cut rates this December, there could be serious damage to the economy ahead. If the economic numbers are bad in the coming weeks, the FED will have no choice. I think that will lead to semiconductor stocks to make the first move up. BTW---I bet even if the FED did not raise interest rates earlier this year, I bet we would have seen the same demand drop. They were probably just interfering in the market, unnecessarily.

To: Tunica Albuginea who wrote (14446)	11/29/2000 9:41:48 PM
From: Hank Stamper	Read Replies (1) \| Respond to of 24042

TA, "In the same fashion that you don't wait "till you see the white of their eyes to shoot " and raise interest rates if inflation approaches, you don't wait till you are in deep recession to start lightening up." I just don't see that he has the space yet. Yes, the Fed anticipates future conditions. That's why they began to raise rates when there was NO inflation in the system and only the portents of such. (The anticipatory intentionality of the Fed is one of the aspects that caught so many investors swimming naked.) The Greenman's problem is really quite serious: a slowing economy that will take off like a rocket the minute he goes neutral let alone cuts rates. C'mon, everybody. Is it not true that you, as I, am just waiting to pile back into the market with all guns blazing? Even people I know who have had their portfolios decimated by the Naz bear, have a lot of new cash piling up on the sidelines waiting for a Fed-sign. Greenie knows this it makes him shy. The other problem is oil-related inflation. I am under the assumption that Greenshades will be sorely hampered until oil prices begin to fall. I think too many are still way to optimistic. When the investing public is in despair that Greenspan will never change tacks or that even if he does it won't make any positive difference, _then_ we'll be at the bottom. One of the big historical mistakes is that investors assume the bear market is over way too early, only to get creamed. But, this is only my 2c. Ciao, David Todtman