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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Crimson Ghost who wrote (9106)	11/29/2001 9:47:13 AM
From: puborectalis	Read Replies (1) \| Respond to of 99280

CSCO rallies on positive comments: Up 37c to 19.25 in pre-open trade on volume of 229,000 shares Christopher Stix at Morgan Stanley increases his price target from $20 to $22 Reiterates Outperform rating on the stock Positives: "Significantly improved balance sheets" "Market share gains" "Operating margin expansion" Thinks these positives could create "consistent upside" in earnings per share Concerns include: Valuation Deterioration in Asian and European markets Longer than expected economic downturn in the US

To: Crimson Ghost who wrote (9106)	11/29/2001 10:47:40 AM
From: LTK007	Read Replies (2) \| Respond to of 99280

well in view of market refusing again to respond to reality and remains yet bullish<<Those workers out of jobs are staying that way, according to the report. The number of so-called continued claims rose by 301,000 to 4.02 million for the week ended Nov. 17, the biggest one-week jump in 27 years. The number of continued claims was at its highest level since Dec. 25, 1982, when it hit 3.82 million.>>(market is not revealing any mystic wisdom by ignoring such deadly data,it is just revealing it's blind speculation) so we have yet again NO back to back bad days to confirm a bad day. Where do you get or junk bond intraday pricing?? have a link?? I think that will be the last to go. I am getting zero data to suggest the speculation market is running on will get any confirmation.Kessler of Kessler Research says the same group that were totally wrong regards saying their would be NO recession are also going to be totally wrong on their calling an early recovery.he says economist forecasting is consistent--the majority group opinion is the wrong opinion. He went out and said bonds are best bet for next year saying 30year will deliver a 20% return ,for instance.As he sees their interest rates slipping over the year and the bond value thus rising. As i return to business next week it is beginning to look as i will have to wait to short a top blow-off down the rode rather than buy into a big dip--as i can't yet see it happening as of this one day---but no way i enter long side now except if i find some solid value stocks.Max