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To: rogermci® who wrote (8744)4/27/2001 9:25:20 AM
From: Paul A  Read Replies (2) | Respond to of 19633
 
Roger- that was a great report as usuall.. DId you also see the resident HOMS employee thats buzzing around Tony and the gang? I sorta feel bad for the guy because hes setting himself up.. (I wont warn him tho)

Im not sure what to do with HOMS but its nice to see your after it.. I took a starter position yesterday at 31 and change, and was planning on building over 35.. now im not so sure.. Gotta decide real soon wether or not to put a stop in and just let it go, or play it into the 40s if it so happens.. Its just a question of wether or not im ready for another fight like CCMP or not.. Dont want to push my luck :)



To: rogermci® who wrote (8744)4/27/2001 10:30:54 AM
From: Tom Hua  Read Replies (1) | Respond to of 19633
 
Rger, I was expecting a triple digits Naz rally on the much-better-than-expected GDP. If it doesn't happen there's no economic catalyst in the pipeline to propel it. Another 50 basis points cut is expected in a few weeks. If by any chance the Fed decides to ease less than 50 bp, markets will tumble.

I think the month of May will be equity unfriendly.

Regards,

Tom


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