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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Mark Fowler who wrote (8596)	9/5/2001 12:25:15 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

The economy isn't getting worse. We've had four consecutive months of up LEI readings, and today's NAPM was a huge positive surprise.

To: Mark Fowler who wrote (8596)	9/5/2001 1:39:43 AM
From: fedhead	Read Replies (1) \| Respond to of 57684

The SOX should provide some very good shorts as soon as they take out their recent lows. AMAT, KLAC, NVLS etc are way overvalued in relation to their previous trough valuations. They are the last in the food chain, we need to see the Ciscos, NTs etc starting to order semis before equipment start seeing order pick ups. Check out STRC, VGR. No bear market there. Anindo