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

To: Voltaire who wrote (34954)	3/29/2001 3:25:47 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 65232

the simplistic keys I see are JOBS and HOUSING if JOBS falter, then HOUSING will if real estate prices gradually slide, then homequity credit will curtail consumer spending if JOBS falter, then AUTOS will suffer but autos are an effect, not a cause I disagree vociferously on your dismissal of layoffs they undermine consumer confidence, spending, yadayadayada if neighbors or friends or family members are laid off, then it freezes spending period the layoff cycle has ONLY BEGUN you have been a bull all through this since early summer I think you cling still to a few mistaken notions but I love your ass and werent those boxes in your study brimming with VS lingerie ??? I am certain I see a batch of bright red wire-clad brassieres damn, I knows I did... I stole one / jim

To: Voltaire who wrote (34954)	3/29/2001 3:28:33 PM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

<<. Houses continue selling>> V: Which Houses are you talking about <VBG>...? Actually real estate values have remained inflated in the Chicago area. Yet, the I-Banking Houses (like Pain in the Assets Webber) have been selling /shorting the nasdaq. They sure haven't done a very good job supporting the market. Then again neither have their BIG institutional clients like Fidelity or Janus...One of these days we should see the Naz bottoming out, stabilizing and slowly rebuilding. It may take some time though. Incredible damage has been done -- look at the loss in market value for firms like ARBA, BRCD, CSCO, ITWO, JNPR, NTAP, SEBL, etc...These are all profitable firms -- yet their visibility is poor in this environment that Greenspeak and his cronies at the FED created. I firmly believe that 6 CONSECUTIVE Fed Fund Rate Increases just squeezed a lot of juice out of the economy --look at how cautious corporate purchasing managers are... Oh well, eventually this storm will pass. Best Regards, Scott