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Strategies & Market Trends : Ask DrBob -- Ignore unavailable to you. Want to Upgrade?

To: shoreco who wrote (61799)	6/16/2002 10:20:56 AM
From: stan_hughes	Respond to of 100058

shoreco - If I understand what you're saying, you see a number of mixed signals as well. Amen. MSFT is near the top of my radar screen as well. And FWIW so is CSCO, which has been quietly losing weight without much attention from the media. These two are so widely held, followed and heavily weighted they can move entire markets either way. If CSCO is finally going to cave, something positive sprung by MSFT might wind up cancelling it out as you've suggested. Think somebody already knows? If I was going to pick two US companies that the government would know everything there was to know about them right at the moment, it would be those two - MSFT by its recent detailed inspection, and CSCO by Chambers being the voluntary poster boy for corporate optimism. The quarter is almost over and lots of people already know how things have shaken out, now it's a game of positioning to handle/benefit from it. Unfortunately by accident of birth, we mere mortals have to detect such things by reading the tape. All I had seen for weeks was slow erosion in tech until Mr. Softeee started acting like a salmon of late, and I'm just as suspicious about that as you are. We'll probably know everything we need to know before July 4th, that way we can take the summer off and not have to watch that blasted tape for a while.