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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (18326)	4/25/2001 1:01:23 AM
From: rupers	Read Replies (1) \| Respond to of 37746

Keep in mind that current prices should/have already factored in a Fed rate cut of 25 pts (and I think the psyche would be bearish if the Fed only cuts 25 pts; therefore I'm not so sure the current prices assume a 50 pt cut already). More of downside risk if an investor is thinking short term long in anticipation of a Fed rate cut in May, imo. Semi's getting price squeezed by their customers, who in turn, are getting price squeezed by their customers. Last week's Barrons had a bearish article about this price haggling and also said most optimists are vastly underestimating the extent of excess semi inventory. Good reasons to be a little bearish.