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To: Captain Jack who wrote (89314)	1/28/2001 3:18:03 PM
From: Andreas	Read Replies (1) \| Respond to of 97611

Thread; As you know, Abby Joseph Cohen is of the opinion that the markets will rise by year end. Certain techs are cheap she says. She also said that she likes semi's now, as one of the sectors to turn the corner first. Others have a more bearish outlook. Vince Ferrell, (was on Caputo this morning) states that the market has already priced in a 50 point rate decrease and will decline next week no matter whatas a consequence. Heaven help us if we only get a 25 point decrease, he says. He also believes that all this talk about a recovery in 2nd half is just a lot of wishful thinking. As usual there is a real divergence of opinion. Any thoughts as to who is most likely to be right? What's in store for next week? Are we going to go down after the rate cut on Wednesday (a cut is a given imo - I also believe it will be a 50 basis point cut - AG knows the market will head south if he lowers only 1/4 point and wants to prop up the market rather than bring it down at this point in time) or will we head up?

To: Captain Jack who wrote (89314)	1/28/2001 5:35:26 PM
From: Night Writer	Respond to of 97611

CJ, I'm going to watch the Super Bowl. I can't remember which conference win means a good economy. Maybe that will determine market direction tomorrow.<g> I'm sitting on two dogs now and will wait it out unless they make me some good money tomorrow. In that case, I'll wait for the post cut correction. No sense worrying about it, just react to the market. It's a Two Dog Night here, NW