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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (38226)	6/26/2001 4:20:25 PM
From: Dealer	Respond to of 65232

The Market!! Why don't ya just come out and say what ya think?? Jdaasoc Tuesday, Jun 26, 2001 3:44 PM Zeev: Very short term rally, about 150 to 200 points We can't have much of a rally if a piece of dog doo doo CSCO is not following along. john/jdaasoc from another thread

To: Dealer who wrote (38226)	6/26/2001 4:29:24 PM
From: Jim Willie CB	Read Replies (3) \| Respond to of 65232

nothing wrong with finding a fool to pay you 18 for CSCO when you paid only 16 100% pure American perhaps a little bump up on Fed easing maybe even a little follow thru into July4th but a major question must find its way onto the wall "have we seen any evidence that the Fed cuts are helping?" some timing factors: Bond Yield curve was inverted from Oct1st until Jan1st that historically has meant recession 9 months later that means it comes in July also historically the longer the yield curve remains inverted, the longer the recession it was inverted for a full three months horribly irresponsible for Fed to allow that to happen but Prez Elections were in our midst, lame excuse so a recession hits with clarity beginning in July it last at least two quarters, which is Christmas if we didnt have massive overhang with tech capacity and we didnt have massive telecom debt drag I would conclude the recession would come and go quickly the timing of the Great Japanese Reconciliation could NOT be worse they set legal strictures now in place, for Sept enforcement can you spell T-S-U-N-A-M-I ??? couldnt resist nothing like a good soak in middle of summer I know I have become a nuisance gadfly lately what's going on down in Bama this early summer? frying eggs on sidewalks? / JW