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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: 16yearcycle who wrote (6004)	4/2/2001 6:39:52 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 57684

There are others that may be ok, but there is no way that even 20% of the companies that have gone public since 1997 will be around in 2years. It's too late. They have been decapitated by the equity markets and the fed. << Gene agree the Naz is infected with hundreds of debt ridden Ipo's and young companies that'll be gone forever. . And the telecom sector i won't go there yet accept maybe for ST trade. Stocks in general are in decline most every index has bear flags showing on long term secular charts. Ndx could rally here off of 1485 but i think it'll be sold into again and could go lower to 1325, if test fails.. Btw, i like your list of tech stocks.

To: 16yearcycle who wrote (6004)	4/3/2001 12:38:28 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 57684

Several on this list are down hard again today. As tough as it is right now, I would encourage anyone sitting on cash to take a long look at vrsn, sebl, emc, chkp and cien in particular. Like...now. Accumulating at these prices is pretty likely to work out over the next few years. There is no sense in takling a riskier tact with some of the others. Where do you sell? Well, lets think in terms of the feds next tightening cycle.

To: 16yearcycle who wrote (6004)	4/3/2001 1:03:50 PM
From: Libbyt	Read Replies (2) \| Respond to of 57684

>It is a total mystery to me why the fed has done this< I agree....and it is so frustrating when these decisions have had such a drastic effect on our entire economy, and especially on the technology sector. The California energy crisis is also a major concern IMO besides the stock market decline. Not only is power availability questionable during the high peak demand periods of the summer, but the ability of the average customer to pay their utility bills is going to be a concern. Do you see any "reasons" the rates could be cut by Greenspan, without using the stock market as a factor? Unemployment figures on Friday?