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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (51445)	5/14/2002 4:51:50 PM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

<<(longing for the good old days)>> Yuppers....I wouldn't even mind another bubble in the tech sector <G>....Yet, I have a hunch we're in for a long, slow recovery. Who knows, the market MAY surprise some of the skeptics on the UPside. I was at a Technology Forecast Conference this morning sponsored by PriceWaterHouseCoopers and there were a lot of CIOs in the room....Some of the comments gave me the impression that capital spending on IT products and services is starting to increase (yet, it is a buyer's market). I remain cautiously optimistic about the rest of 2002 and feel we'll have some great opportunities for position trading (my good old Brocade just delivered a better than expected performance)...Lets not take anything for granted though...I'll be interested to see where we are after Memorial Day. Strap in and enjoy the ride...=) regards, -Scott