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

To: Zeev Hed who wrote (76458)	5/3/2001 2:46:16 PM
From: Nathan	Read Replies (1) \| Respond to of 99985

Zeev, are you expecting the dow to follow the naz here? Thanks In Advance. Nathan

To: Zeev Hed who wrote (76458)	5/3/2001 5:16:18 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 99985

Zeev, your numbers refer to NAZ (NDX) or NASDAQ (COMP)

To: Zeev Hed who wrote (76458)	5/4/2001 10:10:56 AM
From: Doug	Read Replies (2) \| Respond to of 99985

Zeev: Thanks. The Techs are facing an over Capitalisation issue. . Besides, we have an excess of dark fibre. In addition we also face a new stream of photonic crystal and band gap elements whose production can be fully automated. There are just too many Cos. /stock resulting in supply exceeding demand. Interest rate cuts cannot correct these anomalies. The correction phase will take time . It will require Cos to downsize , engage in price wars for survival, merge and buy back stock. As I have said the technology gap between us and the rest of the world is decreasing. Last week India successfully launched a 410 Ton GEO Space Vehicle at 1/10 NASA's costs and joined the club of five.Its absolutely amazing. More important than these short term interest rates is the need for us to establish a new wave of disruptive technologies that will fuel gowth for the next decade. Sadly there has been no discussion on that issue.