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Strategies & Market Trends : Ask DrBob -- Ignore unavailable to you. Want to Upgrade?

To: iowamann, Spam Queen who wrote (15672)	12/1/2000 8:10:27 PM
From: bcrafty	Respond to of 100058

iowamann, I vote for for choice #3, sort of I think the resolution of the election will give a temporary lift to the market, then we're back to where we are, i.e. reduced earnings reports, guidance warnings, analyst downgrades, wailing and gnashing of teeth, rendering of garments, etc. Naz longs should stock up on Pepto Bismol and Kleenex. Naz shorts should peruse Ferrari brochures.

To: iowamann, Spam Queen who wrote (15672)	12/1/2000 8:12:14 PM
From: FLACK	Respond to of 100058

OT IowaMan "...Or do you know, like I think, that Gore isn't budging until Dec 12th." Lieberman and others in the Dem camp have already said the a supreme court decision against them would not be the end of their contest. Hence, they'll continue. "or do you think the resolution of this political mess will have little effect on the market." Well, here again, I'm out of my element responding to how I view the market being moved by political events... my WAG, a resolution will spike the market, but then it's business as usual... and the business at hand may well be earlier warnings. Some of INTC's big customers are already calling for poor to bad numbers. Already! Look at Gateway. Not pretty. >>From Yahoo: The market place ignored the early session bearish reports on the chip equipment from Morgan Stanley (analyst reduced outlook for 2001 global semiconductor cap spending to a range of 0% to -5% from previous projection of 10%-15%) and CS First Boston (lowered FY01 earnings estimates for AMAT, KLAC, LRCS and NVLS). The latter firm cited the push-out of an order for NVLS as likely the first of many across the industry likely over the next 3-4 months. Also out with negative comments was SC Cowen on the state of the Internet which stated that a secular change is underway and that results could be even lower than expected...<< Hmmm...