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

To: Voltaire who wrote (25466)	12/15/2000 7:55:12 PM
From: ZOOB	Respond to of 65232

Evening Volt: Agree with the cut on Tuesday although most say not yet. Great timing by MSFT to shake up the Feds who will be landing this economy without "WHEELS". ZZZZ

To: Voltaire who wrote (25466)	12/15/2000 8:07:16 PM
From: re3	Read Replies (1) \| Respond to of 65232

Volts, all i can say is "oy" please buy some gold stocks !

To: Voltaire who wrote (25466)	12/15/2000 8:28:47 PM
From: BirdDog	Respond to of 65232

As I said Wed. the Fed will definitely cut rates 25 basis points on Tuesday. Oh how I hope you're right. We need a catalyst to get this sideline money back in the market. I hope you're as good as your today's low prediction suggested... BirdDog

To: Voltaire who wrote (25466)	12/15/2000 8:48:59 PM
From: t2	Read Replies (1) \| Respond to of 65232

V, I think financials will be the big gainers ahead of the FED meeting. Basically, expecting a broad rebound in the markets in most beaten up sectors. Don't believe that tech will do any better yet than the other markets....at least until late December when the Fidelities types are doing their sector rotation back into tech. In addition, internation investors are leaving this market and a FED cut anticipation might stop that tide as well. I am still bullish on the Nasdaq but think it is better to be diversified among several sectors, especially some financials. Still think tech will be the leading growth sector. Just trying to figure out when the tide turns from defensive to growth stocks. I think we are close. Also think that too many expect January profit warnings. I don't agree due to the fair disclosure rules. All of them want to get the warnings out of the way very early since in many cases, they are spared from selloffs--except MSFT. Therefore, we get very few negative suprises from some companies that are poorly managed--ie not taking the chance to lower guidance. I suspect we are going to get a lot of suprises and believe funds will flow into the sector ahead of this--meaning sometime between now and early january.

To: Voltaire who wrote (25466)	12/15/2000 9:43:50 PM
From: pinhi	Read Replies (1) \| Respond to of 65232

Oh V, I'm not worried about it in the least. I should have said I felt Greenie has targeted the NAZ in the Past. He may not be anymore, but I think it will not matter over the long term because THE MARKET IS ULTIMATELY BIGGER THAN THE FED. The market will rise because of human innovation but at one point in the last year I really think they were trying to bring the market down under the guise of higher inflation and I'm sure that was/is a concern. They obviously didn't say it but I think they thunk it. Yes indeedy, my good friend, you bet your sweet a** I'm playing tommorrow-probably get in at least 27 holes. Long & Straight, Pinster

To: Voltaire who wrote (25466)	12/16/2000 9:39:16 AM
From: im a survivor	Respond to of 65232

<<play golf this weekend and don't worry about it. As I said Wed. the Fed will definitely cut rates 25 basis points on Tuesday.>> OK, you already owe me a six pack of cheap beer from our last bet<ggg>......care to make it double or nothing? I say nothing but a move towards easing maybe, but no rate cut. Wonder how market will react to a .25 cut.....50 is out of the question and .25 is doubtful, but still......also, what are the chances that one of the things we are seeing in naz is the fact that NO RATE CUT is being factored in? Could it be that since wed, the writing has been on the wall that green jeans will not cooperate until at least january, and that is why we are selling...if so, maybe tuesday wont be so bad if we dont get .25 or .50......maybe folks are already expecting this and we go down initially, form a bottom and start the rise back upwards wed or thurs?? Catech, Tim...anybody that doesnt have me on ignore care to take a crack at this ?? Keith