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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Voltaire who wrote (32814)	3/8/2001 6:39:45 PM
From: Jim Willie CB	Read Replies (4) \| Respond to of 65232

I've been stunned for 6 months how wrong bulls have been that was about $900 billion ago if stacked in single $1 bills, that would pile up from the Sun all the way to Mars hmmm typically, techs recover at least halfway thru the course of the recession or pullback or slowdown pick your favorite euphemism how about "earnings decimation" ? AbbyJo, Merrill Lynch, and others have attempted to use megaphones lately I dont think that means techs instantly lift off I do think it means tech indexes will attempt to grow moderately as they get out of the incredibly powerful downtrend the big question is when are we within view of the end of the economic slowdown for toothpaste, laundry detergent, office supplies, brake pads, light bulbs, and tampons... probably very close for telecom wireless towers, fiberopt components, whizbang storage, new computer servers, chip mfr equipment, nuclear detonators, particle accelerator control devices, and so on... who in God's Green Acres know? I dont think technology fundamentals are gonna recover anytime real soon inventories will take another two months to come down my Dec22nd post stands: economic bottom around Aug/Sept and Naz bottom in March sometime at the soonest that dont mean Naz recovers it can bounce around for a few more buttock bruisers the big big missing link in the so-called expert calculations, forecasts, and predictions, was the Post-Y2K Effect such large capex occurred at end of 1999 and early in y2000, that budgets were exhausted for late y2000/y2001 it will take mucho time to replenish capex budgets methinks we have a few more minor waves of stuttered Naz starts left / jim