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


To: Haim R. Branisteanu who wrote (67960)1/30/2001 1:06:52 PM
From: HairBall  Respond to of 99985
 
Haim R. Branisteanu: Please make your political statements on one of the political threads.

Regards,
LG



To: Haim R. Branisteanu who wrote (67960)1/30/2001 3:00:45 PM
From: McNabb Brothers  Read Replies (1) | Respond to of 99985
 
>The whole thing started with the sudden and unexplained sharp rise in oil prices last March / April <

So I see, everyone knew Bush was going to be elected so the rep. made the price of oil go up? LOL! No one person or group or govt. can corner any market for longer than a very few months at most! Oil has stayed up way too long to blame someone or some group for it going up and staying!

Hank



To: Haim R. Branisteanu who wrote (67960)1/30/2001 9:54:27 PM
From: bobby beara  Respond to of 99985
 
>>>Bush team is to blame for the sharp downturn not if's or but's >>>

lol haim, go gore, if they wudda kuonted dose friggen flippen swingin chads, the dow wudda been 13,000 by now and the nas at 3500, and they wudda been hiring at lucent like crazeee -gggg-



To: Haim R. Branisteanu who wrote (67960)1/31/2001 8:50:26 AM
From: HammerHead  Read Replies (1) | Respond to of 99985
 
blame Bush for the weak stock market is silly, i read many of your intelligent posts but can't agree to your repeated blame on Bush causing the down market and it also misguided the investors IMO.
the sudden jump of oil price hand-tighten Fed's flexibility on interest rate last year, you can blame whoever for the rise of energy cost (no energy policy?) but it is a fact that our economy is in the hand of OPEC more than ever.
why (tech) stock down? internut bubble, period, simple. Dow is intact, Bush?
whom to blame?
--IPO mania was ended by COMS's spinning off PALM - the mother of IPO, remember? and crashed.
--CLEC crashed due to credit crunch (AG?) and mismanagement i.e. ICGXQ, PSIX....
--T crashed from 60 to teen because it overspend $100B on broadband cable, the big three followed CLEC dragged down infrastructure builder...
--PCLN crashed, the whole B2C E-Commerce sectors followed, AMZN and YHOO...
--INTC warned due to slower growth (the FED wanted) and AMD...
--MSFT warned, then GTW and whole PC sectors followed...
--optical fever got cool down because the burst of internut bubble...

if politics can be blamed on weak stock market i will pick :
1. DOJ's antitrust against MSFT to trigger the Nasdaq's downtrend
2. DOJ's antitrust against WCOM (merge with FON) to trigger telco's downtrend
the regional bells such as SBC and VZ are doing well but not the big three, why? because they are (regional) monopoly. you can also research on how DSL players were pissed by SBC or VZ (check NPNT).
if the telco experts can't foresee why the industry shifts such dramatically in a short time, how can a group of DOJ lawyers tell them what to do?
many opponents against WCOM+FON fear a mass layoff after merger, now WCOM without the merger will still end up 10%+ cut. the long distant call is no longer a monopoly, people can use nationwide wireless and internet phone as an alternative. WCOM and FON need to consolidate their operations to fend off SBC VZ AWE Q LVLT GX, but they were told by the lawyers to endure the deterioration of long distant (voice) business.

The issue is more complicated than what Bush said, and he just told the true. it is a fact that Bush inherits the bubble-burst mess, it's tough. if i were Bush's adviser i would initiate an internet-II strategy to speed up the World Wide Wait. maybe have all the public schools fiber connected to internet. The speed will spur all the upgrade from PC to telco equipment, then we can have internut survivor mania-II. why not?