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Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?

To: art slott who wrote (7297)	8/31/2001 2:16:05 PM
From: Arrow Hd.	Read Replies (1) \| Respond to of 8220

We seem to be at a cross roads here. Quarterly estimates came down a bit in the last few weeks compared to early August. The consensus seems to have come together at 0.97 for the third quarter. My guess is we follow the market now. If the returning Wall Street execs put money to work next week then we see a bounce to the low 100s otherwise there will be a struggle here. I have no confidence in what will work today. Continue to hold a few non-tech winners but mostly in cash. One of the worst periods in my investing experience which goes back to the 70s. Anyone come up with a good strategy? Maybe small cap value screens, some other sector, etc.