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To: Goodale who wrote (47544)2/17/2001 8:11:03 AM
From: GREENLAW4-7  Read Replies (2) | Respond to of 57584
 
Any opinions on DT at 25?? Still heavy long SLB, some Bio's and only 2 techs current CORV at average 17.5, and AVCI at 21



To: Goodale who wrote (47544)2/17/2001 4:49:57 PM
From: American Spirit  Read Replies (1) | Respond to of 57584
 
Another speculative scenario which could happen would be a repeat of the first week of January. Right now techs are about where they were on Jan. 3rd, some higher some lower but all beaten -up except IBM and a few others. If Greenspan were to come in and cut next week (which he really needs to do IMHO) we could get a powerful burst.
But no more dreamy days of expecting 50% gains right away except in certain micro-caps. More likely a 20% pop which of course many will sell into. Of course this is to Greenspan.