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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (65914)	1/5/2001 12:14:37 AM
From: Zeev Hed	Read Replies (4) \| Respond to of 99985

Greg, my timing for a late February early March bottom has a number of elements in it. Not least, is the timing of the FOMC, whether we get another fed cut or not, I expect the effect on the equity market to dissipate in face of an avalanche of bad earning reports starting late in January and continuing through March, this including bad "looking forward" statements. That has nothing to do with the PC sector in particular, and while telecom and infrastructure will eventually come back and second the PC as a driver for semis, it is not that close. Money is not there to fund accelerated deployment. Zeev