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To: fedhead who wrote (138775)2/6/2002 3:16:40 PM
From: Bill Harmond  Read Replies (2) | Respond to of 164684
 
Look at Micron today Anindo.



To: fedhead who wrote (138775)2/6/2002 3:20:41 PM
From: GST  Read Replies (1) | Respond to of 164684
 
I have a clear distinction between stuff to buy and hold and stuff to trade. I almost never discuss anything here excpet stuff to trade. Since I like to trade options you have to catch the wiggles. But right here you are right, the market is breaking down. I expect that to continue for a while. But I also think that we can have a brief rally here because we have had a pretty significant retracement to the lows and because of the productivity numbers and the turn in TYCO. Most everybody has te move in gold dead wrong. It is not going to run counter top the market -- it is the new leadership group. It says we are reflating -- and that is the best posible news. The fear was that we would slip into a Japan style deflation -- worse than being dead. Gold is saying we are reflating and lord knows it is welcome news.