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

To: Dealer who wrote (40064)	8/8/2001 3:40:41 PM
From: Jim Willie CB	Respond to of 65232

I dont think Naz 1900 will hold in August been looking to Auggy for realized weakness for several weeks the Fed thermometer effect is at work CSCO is your basic $10 stock, who are we kidding? what it is now? at 100 times fy02 eps? maybe 130? some clear index reversal evidence today also with leading indicator INTC reversing third knock at 1900's might punch through I think investors are getting scared again and consumers are soon to pull up they have started already, with lower consumer debt here is a bright spot chart: DSP Group (DSPG) they are in voice on a chip not full blown voice recognition, but soon they will they have integrated telephony on a chip nice looking chart, but coming down to be sure / jim