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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Lee Lichterman III who wrote (34012)	4/10/2002 9:03:47 AM
From: Trading Machine	Read Replies (1) \| Respond to of 52237

Great post Lee, I really have to agree with you about the SUNny side of the server market. Maybe thats why Dell and GTW are trying to crack that egg. gg RE telcos: I saw the other day that VZ at least is expecting a reduction in sales because corporate America is not using as many telephones. hmmm Thanks again Paul K.

To: Lee Lichterman III who wrote (34012)	4/10/2002 9:39:43 AM
From: Terry Whitman	Respond to of 52237

Lee, Thanks for all of the great thoughts- You are truly a 'thinking man'. Patience may be the key here. I seem to have difficulty when I get too intellectual about the 'market of stocks'. The market is not logical- and not very intellectual when it gets down to it. It is driven by fear, by greed, by hopes both false and true. And big money, of course. <g> BTW- I was long HR and HCN too. Made some good dividends on them. But the past is the past, and they were sold long ago. As for buying bonds on techs- I'm not convinced that any type of investment that relies on falling rates will perform well going forward. But I don't really know that much about bonds to be of much help there. Good Luck 2 you too, TW