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

To: Haim R. Branisteanu who wrote (7087)	5/4/2001 8:20:42 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 52237

May 15 disappointment coming? The Fed next meets on May 15 when it is once again expected to cut interest rates. Twenty-four out of 25 primary dealers expect the central bank to cut its key rate by 0.5 percentage point at that meeting, according to a Reuters poll on Friday. dailynews.yahoo.com My comment: A 0.5% rate cut is the very most that could happen. Given inflation in energy and labor costs, and the Dow not too far below all-time highs, a 0.25% cut is possible. And, after that, if we continue to get more signs of inflation, the Fed may be done cutting rates.

To: Haim R. Branisteanu who wrote (7087)	5/5/2001 6:30:54 AM
From: Lee Lichterman III	Read Replies (4) \| Respond to of 52237

I agree but the question remains. how disconnected can FA get from the market and at what point does it become apparent that he is pushing on a string? Easy money will help the Brick and mortars but it won't save tech. As I wrote on our site in a response earlier, money won't make the dot bombs rise from the grave, make the surviving telecoms go more into debt buying routers, servers etc. It will only make them able to bail themselves out of the mess they put themselves into and they won't be in any rush to repeat their mistakes of the past. Easy money NIGHT help accelerate the last mile buildout and get some of us hooked up a bit faster but that is purely modems and fiber, no big stuff on the server end. If this rally was for real, the defensive stocks like the tobaccos wouldn't still be running either. have you looked at UVV, STW, DMN, RJR etc lately? quote.yahoo.com Good Luck, Lee