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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Sully- who wrote (25331)12/15/2000 1:21:30 PM
From: Dalin  Respond to of 65232
 
Of course, when folks figure out that this trend works...... it won't work any more..... :-|

You got that right! Then, finding out what does work, will be tough.<g> Hopefully LTB&H will win out soon, but what bothers me about that is that PEBKAC thing.

I still believe the economy is strong enough to hold out, and impress the HELL out of us investors again soon.

I was looking at the book to bill numbers for the EMS(Electronic manufacturing service) industry. Its down slightly, but nothing like just a few years ago. I work in this industry and nothing is slowing down for our customers.......yet.<g>

....though I did hear CNBS say somethin about a contract mannufacturer(EMS)getting hit. I thought it was company specific though.

....mumblings......

:0)

D.



To: Sully- who wrote (25331)12/15/2000 1:32:36 PM
From: RR  Read Replies (1) | Respond to of 65232
 
Hey Big Guy.... you mentioned cash, thought I'd throw in that even though I'm da BULL, cash has been my second or third highest position for several weeks, ever since I shifted my style. So, yes, even us bulls are not always 100% in the market.

JDSU.... looks a buy.

My little EXTR.... ouch.

RR