SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Group Therapy -- Ignore unavailable to you. Want to Upgrade?


To: E. Graphs who wrote (2923)1/31/2001 4:00:31 PM
From: Duane L. Olson  Read Replies (1) | Respond to of 4564
 
E! Fed is going to have to keep pushing on the string here, imo. But I think that is what will happen. I'm very much concerned by the severity of this decline in the economy, though. Housing, and refinancing of housing, are what I expect to give us the first leg up here. Value stocks, especially small value stocks, look like bargains to me. (Check the play in ASVIX, MVALX, RYLPX, for evidence that this is already underway)
Energy -- baffling to me. I doubt California is going to let it's most important industries go down the tube, but who knows? Califorinia has just about prevented measures to deal with these problems over the years (especially from the supply side), and they don't appear prepared to bite the bullet on any fix now.... just palliative measures, while the utilities hemorage.
LSI: I was thinking the strength was due to the demise of Sega....leaving most of the field to PS II, and LSI being a major beneficiary..
Market looking weaker going into the close than I expected.... hope we get a better picture tomorrow (which I am still expecting at this point)
tso



To: E. Graphs who wrote (2923)1/31/2001 4:01:02 PM
From: Logain Ablar  Read Replies (2) | Respond to of 4564
 
E

but there is still the power problem in CA to worry about. I wonder how it will effect earnings for the many techs doing business in that state?

I wonder what the impact of not being able to pay off the commercial paper and other debt payments will be. Imagine a money market worth less than the $1. It can happen if there are enough defaults.

Tim