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To: smolejv@gmx.net who wrote (8789)	12/10/2000 8:31:18 AM
From: Gersh Avery	Read Replies (2) \| Respond to of 11051

I now think that the relief rally could well wait until someone says "I will." in Jan .. It will now no longer be in addition to the FOMC run up. So now dip then bounce up to ~12/19 then sell the news. Another dip then a small "Santa rally." (not as large as last year) Dip again after 1/1. Question will be are any of the above rallies going to be higher than the close last Friday. The futures sold off after the bell Fricay. All the gains that took place that day were already gone within four minutes. S&P down 45 points .. NDX down 180. in four minutes

To: smolejv@gmx.net who wrote (8789)	12/13/2000 11:28:08 PM
From: Berney	Read Replies (1) \| Respond to of 11051

DJ, There will be ... oh, well. However, when it gets to EPS I'm a bit entertained. After all the bad news, the projections for the 4th EPS for the Big Boyz are for them to be up 14% Y/Y. Since mid-nov, the 77 Big Boyz show 10 upwards revision, 43 no change, and 24 downward revisions. While the overall decline is from a median of $ .51 to $ .49, I wonder how much of the hype is due to the new disclosure rules. The real change is occuring in the ANALyst views of 2001 EPS. Since mid-nov, we have 16 upward revisions, 22 no change, and 39 downward revisions. Yet, after all this, we are looking at a 20% Y/Y growth rate. They may, in fact, talk themselves into this recession, but it sure seems like a story I've read in the past ... something to do with chicken little. I'm curious if these folks that are trying to save us from economic ruin are the same ones that were discussing the "new paridigm." TB