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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: stockman_scott who wrote (45779)1/4/2002 9:23:54 AM
From: Jim Willie CB  Read Replies (2) | Respond to of 65232
 
for God sake, ExxonMobil has $270B mktcap !!!
try something 1/1000-th smaller
or something 1/10,000-th smaller
oil/gas juniors and midcaps are all over the place
take a look at mktcaps in $80-800M range

as for techs, watch EMC, INTC, CSCO, RBAK whipsaw
the best they can hope for is a return to some profitability
as for renewed growth trend, forget it
the tech overcapacity and excess inventory will be problematic for several months
sure, techs will rise here
but they will also fake your ass out left & right

/ jim

you are returning to the familiar, not the optimal