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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: techanalyst1 who wrote (10770)	3/8/2002 9:24:53 AM
From: stockman_scott	Read Replies (1) \| Respond to of 57684

I'm about 80% into tech stocks now... Most of my money is in RSTN, ARBA and BRCD -- all position trades and doing quite well now...I'm keeping a nice cash cushion and will NOT use margin in this market. IMO, a powerful spring rally may kick in ahead of schedule. Here's some positive news for the old Telecom Sector... <<8:40AM Morgan Stanley sees telecom trading opportunity in Q2 : Morgan Stanley sees a trading opportunity in telecom equipment stocks such as CSCO, NT, LU, CIEN, and JDSU after Q1 warnings and earnings are out of the way; believes that late release of service provider budgets will lead to a weak Q1 followed by a Q2 sequential rebound of up to 10%; sees trade lasting until the second half when 2003 carrier capex budgets are announced.>> The NAZ futures are way up...prepare for takeoff...=)