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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: dennis michael patterson who wrote (5174)	4/5/2001 10:09:58 PM
From: American Spirit	Read Replies (1) \| Respond to of 52237

Cap spending could start up again as fast as it declined. Amazing it all just stopped in December. It can therefore start up just as fast. esp with low rates and shortages of product due to plant closings and lay-offs. Remember how the last SOX surge came so suddenly after those stocks were in the pits? Apple has stated it expects inventories to be burned off by the end of Q1. That's right now. Maybe CSCO takes longer but not that much longer. And ramping back up will be cheaper with 3.5% interest rates. Who needs 50% growth with 3.5% money? But after this Q's extremely lowered expectations any positive signs will be taken as manna from heaven by the markets. 10% growth will look good again. The gold is clearly on the long side now at last 3-6 months out. And no, don't buy gold, unless we go to war which is highly unlikely. gg Looking around I wouldn't short anything now. Of course I never short so that's a moot point. Bulls are back, boys!