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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (43587)	12/15/2000 12:23:39 PM
From: Softechie	Respond to of 57584

Bears are out in numbers and they will cause margin calls once again. We haven't seen the real capitulation yet until those fiber optics are down from their nosebleed levels. I think techs will be in dark for a while even if AG cut rates. There are many companies with debts burden so huge that they can't borrow more money. I see many cutting down on capital spending and reserving cash now. 2001 is a low growth year. Hang tight.

To: Rande Is who wrote (43587)	12/15/2000 12:29:08 PM
From: BANCHEE	Respond to of 57584

Rande Day Treaded rhat,caught short squeez.. out now..Maybe more to come..But I have to go out for Xmas lights.... Edit.. rhat to be on cnbc

To: Rande Is who wrote (43587)	12/15/2000 12:32:25 PM
From: HandsOn	Respond to of 57584

Good entry on VASO here.

To: Rande Is who wrote (43587)	12/15/2000 2:06:02 PM
From: American Spirit	Read Replies (1) \| Respond to of 57584

SUNW - Rande, from my long frank talk with a top IBM exec on a plane some months back he reported robust business worldwide for IBM. But there was just one company kicking IBM's butt and that is SUNW. Unless things have changed drastically since then I believe you're off-base on SUNW. It deserves a higher PE than most. Still, even the best companies suffer in this market environment. I hope to Gord Greenspan gets very aggressive next week and lowers rates 1/2 point. This market needs it. The entire economy will grind to a halt unless our equity markets are fairly healthy, sane and rational.