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

To: jeremy_atticus who wrote (32975)	3/10/2001 2:35:42 AM
From: elpolvo	Read Replies (1) \| Respond to of 65232

JA- here's an article that makes sense: www2.marketwatch.com here's my best, but probably flawed, guess... be prepared to see some lean times for a while. we may see some faux-bull growth between now and tax day... don't get your hopes up if you see it climbing, there will be some ira money flowing into the market before the tax deadline - you might want to sell into it around the first week of april and then buy back later. there were a lot of people hurt in the market this year. amateurs who may not return - this hurts demand and keeps prices low. it's going to take some kind of excitement to bring back demand. approaching the millennium was exciting - now that it's here and the world is the same, it's disappointing. cold war's over (unless bush re-ignites it) berlin wall's down. china's growing warm to a global economy. the information tech revolution is a done deal - it's going to happen without killing the existing business powerhouses. the small-guy, dot com threat is past... i don't know what will excite anyone right now - we'll just have to hide and watch until something exciting happens - i expect it to take a while - bush is certainly not exciting anyone - gore would not have done any better. mexico's new president fox has some vision - maybe we're just supposed to be stagnating so the third world can catch up. that's ok by me, but i'm waiting and watching for something, anything, that will excite and refuel that sense of urgency that we saw leading up to the year 2000. if i see it i'll certainly let you know. :-) JMHO -el dust particle (attempting to Know the Place ......)

To: jeremy_atticus who wrote (32975)	3/10/2001 10:31:24 AM
From: Voltaire	Read Replies (1) \| Respond to of 65232

Right now, NEWP - if there is a company with better fundamentals and as you know that has never been my one criteria, then show me that company. CEO - is extremely concerned about them being bought out at this low price. There is only about a 25 million float. What you have here is a company with a market value of less than one billion with revenues of around 600 million. Think about it. They are the AMAT of fiber optic arena with practically no competition and CEO has already restated last week that they would meet or beat estimates. THEN WHY HAS STOCK BEEN FALLING? Reason - I am convinced that the shorts have simply gone to every company in the High Tech arena that has not warned and shorted them on the probably correct assumption that they MUST warn. I really believe this CEO because they are in the front end of the fiber optic chain with TESTING EQUIPMENT etc. I LOOK FOR SOMEONE TO MAKE A BID ON THEM PRETTY QUICK UNLESS THEIR PRICE TAKES OFF WHICH IT SHOULD. V