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To: Jacob Snyder who wrote (56991)	12/5/2001 3:17:02 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Jacob, re >So......there is a disconnect, between the charts and the news< I'm told this disconnect is normal near bottoms and tops. I'm surprised you're surprised. :) Gottfried

To: Jacob Snyder who wrote (56991)	12/5/2001 3:18:36 PM
From: Kirk ©	Read Replies (1) \| Respond to of 70976

Thanks Jacob for the sobering post. 14% below my April 2000 high. You've done VERY well.... unless you were in cash all of the 1990's and just started to lose money after April 2000... :) Kirk PS My FEAR is this is the "bull crushing" fakeout rally all the bears have been talking about being needed before there is a real bottom. Of course, they have been SO WRONG for so long that they only now appear to have some credibility and I bet they missed this rally.

To: Jacob Snyder who wrote (56991)	12/5/2001 3:46:40 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 70976

Thanks for carefully detailing the wall of worry! Once again we get to decide if this is a bear trap or the beginning of a new bull market. It gets harder to decide each time. My most likely scenario is that the new bull idea drives the market above the April 2001 recovery high. I would like to take profits and buy the correction. I think a correction will come even if this is the beginning of a new bull. Do you have sell and buy back price ideas? I have posted my tentative sell targets twice.

To: Jacob Snyder who wrote (56991)	12/6/2001 3:33:56 AM
From: dr_elis	Read Replies (1) \| Respond to of 70976

Telcos are not going to drive semi-growth next year: thestreet.com Michael

To: Jacob Snyder who wrote (56991)	12/6/2001 8:22:10 AM
From: michael97123	Read Replies (2) \| Respond to of 70976

JS, Of course another gem of a post from JS. Obviously the war has much to do with the new bubble. To pay for a war that will have the scope and dursation of this one, inflation is desirable i guess. So the fed wont be killing this bubble any time soon. But what concerns me is not the bubble per se, it is the fact that the bubble is patched up. It is not a sturdy bubble at all. It leaks and its hard to keep inflated. Makes me worry that this recovery that will come earlier might not either the legs or the depth to hold up these valuations. Market falling in spite of inflationary policy would be a disaster for a nation at war. With that possibility in mind the key question becomes, how high will we go. According to cary i am clueless, so i will ssk you this question again because you have the ability to think outside the box. Top for this market will be: a. 2080 b. 2350 c. 3000 My only suggestion would be to look at the calender as an historical guide. Tech usually strong thru the winter months. Weakest period starts april i believe. So if march lets say is the furthest out top date where could we go? mike