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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (2196)	3/7/2001 5:31:44 PM
From: JRI	Read Replies (2) \| Respond to of 52237

Yahoo news just awful....revenues down 20% year-over-year....down 45% sequentially....no profit this quarter... BRCM, Yahoo, JDSU.....the top companies of the new era are falling further than I ever thought they would.....where did the growth go? I think Dow going up is not a result a better fundamental picture going forward....just that there is money on the sidelines...it wants to go in the market...it is preferring Dow to daily warnings parade at Naz....IMO, this will just get the Dow even more overvalued, although the current uptrend could last somewhat longer.... Stocks like GE, IBM, Msft still have not been repriced, IMO, to reflect the difficult year ahead.....financials not enough either.....stocks like KREM are trading at sky-high PEs....and the drugs are pretty pumped still.. It doesn't help that Cohen thinks S&P is 25% overvalued going into a downturn...