Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: DlphcOracl who wrote (47109)	2/9/2001 1:05:14 AM
From: puborectalis	Respond to of 57584

The new economy has compressed economic good and bad times into a much tighter time frame.Only in December did the tech CEO's come to grips with recessionary market conditions.I believe that it can also turn on a dime in the other direction......when?.....hope it's sometime this year.

To: DlphcOracl who wrote (47109)	2/9/2001 2:24:59 PM
From: robert pekol	Respond to of 57584

Dlphc excellent post,couldnt agree with you more.Could you list the particular tech stocks that you will be watching when the tide turns.Regards Bob

To: DlphcOracl who wrote (47109)	2/9/2001 10:07:32 PM
From: somple1	Read Replies (1) \| Respond to of 57584

DlphcOracl, Thanks for your detailed analysis. Am pretty convinced the growth stocks are facing an uphill battle. Job cuts, higher inventories, higher receivables...all indicate either no growth or slow growth. Hence the P/E has to be reduced. Liquidated more holdings today even though the market may be a bit oversold judging by the Stochastics. The market has experienced a sharp decline since the 2nd rate cut. Even though I don't like to predict the market, I would agree with you that a U shape bottom is more likely than a V-shape bottom.