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To: Tommaso who wrote (87539)	2/16/2001 10:10:29 PM
From: isopatch	Respond to of 95453

And the PPT(g)/eom

To: Tommaso who wrote (87539)	2/17/2001 6:40:29 AM
From: que seria	Read Replies (3) \| Respond to of 95453

Tommasso, you post: Well, I sure don't know what is holding the dollar up. Maybe just the somewhat theroretical US military pre-eminence Further to Big Dog's Texas culture post of a few days ago: GWBush is from Texas, so watch what you say about his big stick or he'll kick your @ss. On topic: I note the 61% bullish report with great disbelief. Complacent, yes, bullish, I think not. I place more weight on the tape than newsletter surveys. I see a ST tradeable rally in the making here that bad news from a partly legacy voice carrier won't stop. NT is doing quite well in the OC-192/cutting edge parts of its business. Since I buy stocks, not just sectors, I even added a bit to my AVNX Friday at the close, and will leg into more NTAP, PMCS, etc. as the market seems to hold above technical resistance points. Not as happy with JDSU now that it had to divest a great Swiss facility and got NT stock in exchange! I expect to be cashing in my remaining E&Ps (largely East Lost Hills JV partners) once BKP#2 and BKP#3 have shown us what they've got, and before we see Slider's scenario of sub-2000 Naz, which I agree will likely come to pass, but later than this ratchet down in a grinding bear.

To: Tommaso who wrote (87539)	2/18/2001 8:58:01 AM
From: MetalTrader	Respond to of 95453

I believe that one factor holding the dollar up is the rekindled fear that Asia and Europe will not avoid the global downturn. Later last year, there was a general feeling that Europe in particular would not only outperform the U.S. but avoid a recession. That outlook has been undermined recently. It's not that the dollar looks strong it's just that the alternatives don't present compelling reasons short term to attract investment. It's a momentum sentiment that will turn eventually. MT