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

To: Lizzie Tudor who wrote (11339)	5/6/2002 2:20:00 PM
From: Lizzie Tudor	Respond to of 57684

Activision cc tomorrow- atvi, might be good since spiderman is good. At least its one software play that isn't crashing. 1:36PM Activision should benefit from Spider-Man success (ATVI) 31.24 +0.66: -- Update -- SWS Securities believe record-smashing success of Spider-Man movie over the weekend could give a boost to ATVI's Spider-Man titles, prompting co to raise earnings guidance for the ongoing Q3 and full fiscal yr 2003.

To: Lizzie Tudor who wrote (11339)	5/6/2002 2:22:11 PM
From: techanalyst1	Read Replies (1) \| Respond to of 57684

The declining dollar was cited as one of the causes of the 1987 "crash" with foreign investors choosing to withdraw from our market. Course.......... we had other problems too like higher interest rates and increasing inflation. But where are foreigners going to put their money? If our economy stalls, probably so will theirs and then their currency probably declines relative to the dollar. Maybe they're moving into gold and out of all equities. That would sure explain why gold is strong and safe stocks are falling anyway. TA

To: Lizzie Tudor who wrote (11339)	5/6/2002 2:27:48 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

Secular trend is a trend where an entire asset class is repriced. Takes a prolonged time and involves not just rotation but dislocation, flight to or from other asset classes. Comes from the definition of secular meaning happening once in an age. In other words, of serious consequence, a big deal. For example the 1973-74 bear market was a secular bear whereas the 1990 bear was cyclical (relating just to a business cycle). The 1989-present bear market in Japan has been secular.