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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: bobby beara who wrote (71061)	3/2/2001 9:37:21 PM
From: John Madarasz	Respond to of 99985

Once again I agree. and you will have to be a quant trader to catch the turns. This is no different than any other business cycle I've seen in my short 22 years of business experience. Even in my mid teens working thru the gas crisis and high interest rate environ, I could see how the cycles would weed out the weak, overextended and unprepared. This time is no different. There are just as many opportunities...maybe more. There will be more pain from here though, and I think it will go longer than people expect. "Scare them out...then wear them out" is the great saying I saw somewhere the other day. I can't say I'm a reformed clown since I'm so new to the game, but I will say i was almost a believer myself... almost. as old neil sez on the Freedom CD..."no More". Didn't he used to be in an investment group with Babs Striesand anyway?<g>

To: bobby beara who wrote (71061)	3/2/2001 11:57:43 PM
From: Doug	Read Replies (2) \| Respond to of 99985

bobby: I'll endorse that scenario for a year or two at best but no more. The big bottleneck holding the TECH's back is Consumer resistance to spending for Broad band. That last mile problem cannot be solved without money. We are currently in an equivalent situation where we have a Net work of Highways but the main traffic is still the horse and Buggy. The RBOC's , Clecs and NSP's should now unite and force the narrow band users off the Network. They can do that by doubling the Fees for modem users whilst jacking up the fees for Broad band . The F.T.C will have to play ball. Once you have an established revenue stream, it becomes easier to bring fibre to the curb. This could l be the boost that the TECH's need to get going again.

To: bobby beara who wrote (71061)	3/3/2001 9:16:42 AM
From: Haim R. Branisteanu	Respond to of 99985

BB, as to high tech there will always new technologies which we do not grasp today. Just think about the Internet which was designed as an obscure military application to avoid the realiance on on mainframe computer during a nuclear war 25 or so years ago ............. and were are we now and how many bona fide profitable business were sprung around it? That is the nature of High Tech versus .......... let say cereals carpets and diapers........ or even sweetened carbonated water which still trades at an 60 P/E.......... even after a downgrade. Haim