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

To: Boplicity who wrote (25831)	12/19/2000 1:11:31 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 65232

bull market will rise again but like a repeat of 1998 eventually Greenboy said it aint as bad as 1998 incredibly naive comment not yet, but it will and the Fed will NOT react properly until it resembles 1998 like 1998 tech cyclicals will be in the shitter chip equips will be toasted high PE stocks will be cut down the cream of the techs will survive the alsorans will be culled the turds will be flushed if you are asking me how best to invest thru it not exactly sure but shorting Naz rallies was my plan on Tuesday last but got swayed by nonsense bullishness on this home thread let the reflex rallies run then short the living piss out of them incrementally corporate fundamentals will drive stocks down relaxing fed monetary policy will buoy stocks temporarily tremendous opposing forces are in place and at work big volatility has begun, and is not done a great rounded but jagged bottom is being formed I dont think for a minute that 2600 close holds below sorry for my rants I thought we lived in a free society every time that fine belief is shot down, so am I I will spin out soon respectfully / jim

To: Boplicity who wrote (25831)	12/19/2000 8:19:18 AM
From: edamo	Read Replies (1) \| Respond to of 65232

greg...."what will a new high tech bull market look like..." my guess is that it will be lead by the specialty chip makers.....why?....because in just about any thing that we put our hands on, from toys to coffee makers, consumer electronics to automobiles, and smart credit cards, there is some use of processors and flash memory.... i don't think it will be what most believed in, which is fiber optics and broadband...these are capital intense areas, that take a long time to be part of the infrastructure.......go to any high density major urban area, and see if you can get such high speed service.... best to look at what is not visible, then what is apparent...