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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?


To: Tulvio Durand who wrote (49186)2/21/2001 1:32:33 PM
From: Stock Farmer  Read Replies (2) | Respond to of 77397
 
Hi Tulvio - fed easing doesn't make capital available.

It just makes the risk-free rate of return lower, thus tilting risk/reward calculations in favor of investment. So in this sense you could be correct.

If however the expectation value of a dollar of capital invested is less than one, even 0% would not free capital into the markets. Except to lighten the pockets of those already sinking.

As to NASD bottoming at 2250... for now. But in the last six months, the wise have called a number of different bottoms... all at higher points.

Beware of false bottoms. Magicians have used them since the dawn of time.

John.



To: Tulvio Durand who wrote (49186)2/21/2001 6:54:12 PM
From: TobagoJack  Read Replies (1) | Respond to of 77397
 
Do not have shorts, got swim trunks on, covering my real bottom already. Nasdaq bottom will be made into burgers.

By the logic of the maestro and his minions, Japan should be really booming.

If Bill Gross is not buying bonds, banks are shy about lending, and consumers should be shy about borrowing, what's another 400 basis points?

Nope, I will stay out for just a while longer. No hurry to lose money at the speed of thought.

Be careful. Advise lobbing some throwaway money as grenades into the dark Nasdaq basement and wait to see if any more whimpering within. No point charging in with machine gun and expose the body corporate to danger. Less point going in with shoulder launched rockets at ready as the confined space is not suitable for that approach method.

Chugs, Jay



To: Tulvio Durand who wrote (49186)2/21/2001 7:42:27 PM
From: TobagoJack  Respond to of 77397
 
When rates such as this are available, more than offset the risks ... Turkey will not disappear, but the same can not be said of many of the Nasdaq clique...

quote.bloomberg.com

I will check to see if there is anything to buy in Turkish market, now that my China and Philippines trades went right.

Message 15137009

Message 15071128

As usual, I will make my trades known when I make them.

Chugs, Jay



To: Tulvio Durand who wrote (49186)2/22/2001 10:06:29 AM
From: Stock Farmer  Read Replies (2) | Respond to of 77397
 
Looks like your bottom of 2250 got spanked.

Care to pick a new number?

John.



To: Tulvio Durand who wrote (49186)2/23/2001 10:09:02 AM
From: TobagoJack  Respond to of 77397
 
Hi TD, everything you said could have been and was said of of the #2 econ power a long while ago ... proceed based on the "bottom" assumption with extreme caution. I think events just started to get interesting, here, in the US, Japan and Turkey.

Message 15399153

I believe CSCO was counting on Japan/Asia as a follow on to the US mania. Well, the folks on this side of Pacific are tapped out or too quick footed.

Chugs, Jay