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

To: Dave Doriguzzi who wrote (13749)9/3/2002 9:52:45 AM
From: Bill Harmond  Respond to of 57684
 
I'd stay away from tech thru September. Just don't see how funds will want to add to positions, and "reverse" window dressing could be an issue.



To: Dave Doriguzzi who wrote (13749)9/3/2002 11:02:09 AM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
Another thought on FreeMarkets. With the new orders component of the ISM now below 50, there can't be much trade volume going thru sourcing services.

At some point the market will anticipate recovery, but the market background is quite negative. Equity fund inflows are very weak.


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