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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (74137)	4/4/2001 10:28:20 AM
From: Ron	Respond to of 99985

THE CHATTERBOX FACTOR: The delighted and loquacious bears on this board are very similar to the delighted and voluble bulls of 18 months ago. Methinks a very sloppy, drawn out bottom is at hand...(Oh, and using COMPX Put/Call and VIX charts as well). 1500 still looks like significant Nasdaq support to me. stockcharts.com[w,a]daclyymy[pb30][vc60][iUb14!La12,26,9!Lc20] stockcharts.com[w,a]daclyymy[pb30][vc60][iUb14!La12,26,9!Lc20]

To: Boplicity who wrote (74137)	4/4/2001 1:48:35 PM
From: JRI	Read Replies (1) \| Respond to of 99985

Bo-lucifer, One qualm I have with Csco as the "proxy"....the vendor financing issue is so big, and there will be a good deal of drag due to it......as someone said on another thread, at least the semi-companies are smart enough to know that they are in a cyclical industry, that there are good times and bad....so you don't do vendor financing deals.....The networkers, perhaps being too new, or only having known good times, forgot that they are a cyclical, and never prepared their balance sheets (apparently) for the bad times.... So maybe the semis and companies like Dell come out of this quicker than Csco... Having said all this, I am simply stunned by the destruction out there....this is mind-boggling....