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To: sun-tzu who wrote (150793)	2/12/2002 10:37:05 AM
From: LLCF	Respond to of 436258

<applying faulty analysis to mass psychology> There is certainly no doubt that WS is BULLISH not bearish... and so are folks POSITIONS, but I suppose the market could bottom here regardless of equity allocations being at all time highs.... assuming their headed even higher. Demographics say buy till 2008 no? OTOH you've got equity selling [new IPO's, firms in need of cash, insiders, etc.] exploding again. IMO, a major problem is that at these valuations EVERYONE will want to sell their company. DAK

To: sun-tzu who wrote (150793)	2/12/2002 10:41:31 AM
From: maceng2	Read Replies (1) \| Respond to of 436258

Those semi equipment charts are good. The B to B looks surprising good (even if below 1.0). I would guess it's advanced technology selling that's keeping the orders going. Would be interesting to display Semiconductor manufacturing B to B along side it. It's further down the food chain, and may be more sensitive to improved business conditions. I know orders are coming through, but they are typically small and short term. i.e. everyone is still scared of getting stuck with inventory and getting low on cash.

To: sun-tzu who wrote (150793)	2/12/2002 1:40:19 PM
From: reaper	Read Replies (1) \| Respond to of 436258

Data from Americredit (ACF) securitizations look OK. Nothing to get a bull lathered up, but nothing to really hurt the stock either. Metris (MXT) looks OK as well. So they got over this specific event hurdle. Cheers

To: sun-tzu who wrote (150793)	2/12/2002 10:31:20 PM
From: Terry Whitman	Read Replies (2) \| Respond to of 436258

Well, you have to make some assumptions in order to solve any problem. If this is the final phase of a bear market- then someone please explain to me why new highs are consistently 2-4X higher than new lows. Every bear market I've ever seen- particularly the very ugly ones- starts with new lows consistently outnumbering new highs, and ENDS with new lows completely dominating new highs- like last september.. Bull markets start with new highs consistently outnumbering new lows.. hmmm...