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

To: Terry Whitman who wrote (36546)	5/29/2002 9:17:33 AM
From: Paul Shread	Read Replies (2) \| Respond to of 52237

Rydex XAU assets are finally getting high enough to get me a little worried. Up 25% in one day. Message 17527248 SPX is near a pretty big breakdown, though. cache.wsrn.com

To: Terry Whitman who wrote (36546)	5/29/2002 9:22:46 AM
From: Paul Shread	Read Replies (1) \| Respond to of 52237

Looks like Sagawa is back... 08:44 ET Bernstein sees upside in Nortel and Lucent : Bernstein believes that both NT and LU represent compelling values at current levels and would add aggressively ahead of Q2 results; believes that North American carrier capital spending hit its trough in Q1 and is almost certain to show sequential improvement in 2H02, both NT and LU trade far below any historical precedent in the telecom sector in absolute and relative to the mkt, and both stocks appear cheap relative to current valuations for industrial cyclicals such as CAT. Sees fair value for NT at $6.50-$7.00 and for LU (ex AGR) at $7.50. (briefing)