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Strategies & Market Trends : Ask DrBob -- Ignore unavailable to you. Want to Upgrade?

To: Louis V. Lambrecht who wrote (45082)	10/3/2001 11:03:53 AM
From: stan_hughes	Read Replies (1) \| Respond to of 100058

Stan's Tech Timing Tip #32 - If as and when you see MSFT or CSCO bid for something large using cash, that'll be the Naz bottom. If Gates and Chambers don't see any of the value analysts supposedly see, who am I to argue? Lots of "pre-owned" and "previously enjoyed" inventory and computer equipment and airplanes and what-have-you still coming onto the market. Even with Greenspan's virtually free money, this is not a very good time to be a manufacturer unless you make SAMs or gas masks. You mentioned SwissAir folding - I saw a piece early this morning that Sabena would be next, and that Air Canada might not make it to Christmas. Tell me the dominant consumption patterns of airline employees and I'll tell you what to short.