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

To: carepedeum2000 who wrote (44242)	12/28/2000 12:43:31 AM
From: Softechie	Read Replies (2) \| Respond to of 57584

carepedeum2000 Doing my homework tonight on telecom debts and broadband gluts and found many interesting articles. Check them on my thread. Here's is another one: Broadband Carriers May Face Shakeout Amid the Tech Slump By MARK HEINZL of Dow Jones Newswires. In summary, I don't believe net equips can party in slowdown economy with high valuation.

To: carepedeum2000 who wrote (44242)	12/28/2000 4:22:18 AM
From: American Spirit	Read Replies (2) \| Respond to of 57584

The market's going to rally more often than not up until Jan 31st Fed meeting when rates will be cut. Drug stocks are fully valued as are energy. Retails sales are tame so that makes retail stocks almost fully valued too. I'd put my money in techs and telcos. The ones with cash and big futures. The market is going to start pricing in the future a little. And that will make for 25-100% rises in most techs. By 100% I mean those small stocks like ESHR so overly battered that they can make 30-40% moves in one day just with a few 100,000 share buys. U also expect the LU, WCOM, T type stocks to get back 5-10 points easily. Take your picks. Everything tech is underwater now. They will surface soon. And the computer-internet revolution just got a little ahead of itself, but it is just beginning. And foreign revenues will partly make up for the shortfall on the domestic side this year. Weak dollar = multi-national profits. No one is talking about that but the IBM, LU and WCOM's of the world are huge overseas. So is AAPL, CPQ and the like. I'm sleeping late tomorrow. Not at all worried. I may sell some in late January. Wish I could buy more now. (my crystal ball for whoever's interested). Congrats to tech shorties but you'd better cover fast. The party on the downside is over. Thank God.