Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (796)	3/17/2001 9:27:04 PM
From: sirdar	Respond to of 3294

to fa its ok things change. be flexible. love to you, s

To: puborectalis who wrote (796)	3/18/2001 11:02:54 AM
From: FR1	Read Replies (1) \| Respond to of 3294

the Fed has never cut rates by 75 basis points under Greenspan Has the FED under Greenspan ever cut interest rates by two 1/2 point cuts in a single month? I don't think history is very much help in predicting our immediate future. I agree with you that it will only be 1/2 point and the market will not like it because of all the hype for 3/4 point cut. In our favor is the fact that sometime these cuts must start taking effect. Most wags say 3 months or so from the first cut you see something. That means sometime in April. It kind of squares with some things we are hearing: 1) WCOM saying it will hit its estimates this year. 2) The Taiwanese chip makers saying Mid April to Mid May they will be caught up with the semi overhang. 3) CIEN is not taking back all its positive statements. IMHO, 1/2 point cut. Maybe the market sells off for a day or so. Intelligent investors realize that we have had 3 cuts and it is time "don't fight the FED" starts to mean something. Market does some kind of bear rally. A whole lot then depends on news reports. AMCC reports 2nd week of April and they carry a lot of weight.