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

To: t2 who wrote (81089)	8/1/2001 11:09:00 AM
From: TWICK	Respond to of 99985

For a change... I agree with you :-)

To: t2 who wrote (81089)	8/1/2001 1:01:08 PM
From: American Spirit	Read Replies (2) \| Respond to of 99985

PALM - at under 3 billion market cap with 2/3 market share means entire world handheld market being valued at 4.4 billion. On my vacation I noticed several people bragging about their new Palms. Just an observation. Would also go for AAPL, UIS, EMC, WIND, NOK as holds. Wish the anti-virus stocks weren't to expensive. What a market for them. I'd stay away from drug stocks as Bush is losing his bid to let them gouge away despite enormous soft money donations. Fully priced except for special cases.

To: t2 who wrote (81089)	8/1/2001 5:23:59 PM
From: JustTradeEm	Read Replies (1) \| Respond to of 99985

The summer rally is here. I am not looking for an April type of bounce but we should get a significant rebound that lasts for a few weeks. Merrill Lynch upgraded the semiconductor and semi equipment stocks....basically calling the bottom on the sector NV .. one question ... did you read ML's report by 10:45 am ??? Or is this just more regurgitation of what you hear on CNBC all day ... ??? Why no mention that ML also previously downgraded the same sector at lower levels ??? In all fairness, you've called for a "summer rally" every day since May now ..... If Friday's #s are bad, there's your rally, once again. JB