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To: Sig who wrote (12638)	4/13/2001 3:58:00 PM
From: pbull	Respond to of 13572

This rally is suspect to me because of those coupon passes by the Fed this week. Now, this could go on for a while, and the market was certainly due for a technical bounce, but fundamental demand for telco equipment is awfully weak. We're going to see some earnings reports next week that will be bad news for a lot of people (more layoffs). And the trend in gasoline prices is disturbing, to say the least. On the plus side, the PC replacement cycle is coming up (2002), and construction is reasonably strong. The Fed's next move, whenever it decides to move, will be to ease, so that's a positive. And the weather is nice, so that's a mild positive. Looking ahead to 2002, there are valid reasons to be optimistic. I just think it's a little early to sound the all-clear from an investment standpoint, especially with what we're going to hear next week in terms of warnings and layoffs. Having said that, yes, there are some very good values among some quality names in tech for the patient investor. It's just not the SEBLs and NTAPs of the world. Only my opinion. Now, about them Rhode Island Reds. In Arkansas, I believe they call 'em broilers. I got behind a truckload of them rascals one time driving down to Fote Smith, and let me tell you, there was feathers and other stuff just flyin' all over the place. Slick helped get 'em a new airport down there, did you hear about that? Yeah, they built the thing down 'round Highfill, which is down there south of Gravette. That's where the Waltons, Tysons, J.B. Hunt and those guys wanted it, I guess. I'da thought they woulda built it closer to Fetville, but they put it over there by that road that goes to Tulsa. Which reminds me, did you hear about that time Hillary made about $100,000 in a month trading cattle futures? Said she learned everything she knows by reading The Wall Street Journal. I think that was when Slick was up for re-election as governor and they needed a little extra cash for the campaign. Now, that there is whut we all oughta be doin', is trading them cattle futures instead of messing with that goofy stock market. :) PB

To: Sig who wrote (12638)	4/13/2001 4:17:43 PM
From: Boplicity	Read Replies (2) \| Respond to of 13572

MSFT and the PC industry, particularly DELL, are the leading indicators, while CSCO is the lagging one. It's as important for the CSCO to stop going down as it for DELL and MSFT to break through resistance. As we watch the rally unfold, if keeps going, we will see waves of sectors start to particapate. We saw in the semi rally we had this week. Money should continue to flow out of the deffensive issues too. I posted a few weeks back a nice graphic on how the economy cycles moves the stock market. Does anyone have that link handy? B B