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

To: RR who wrote (56135)11/11/2002 1:34:05 PM
From: stockman_scott  Respond to of 65232
 
7:42AM Lehman raises IT sector weighting: Lehman increases their IT sector weighting for the first time in nearly a year, to 16% from 6% (vs the S&P 500 at 15%); thinks the major message of the Fed's surprise rate cut is that the new level of real short-term interest rates, -0.75%, is one associated with sustainable stock mkt rallies and profits recoveries.



To: RR who wrote (56135)11/11/2002 2:19:13 PM
From: McNabb Brothers  Read Replies (2) | Respond to of 65232
 
What changed your outlook?

Hank



To: RR who wrote (56135)11/12/2002 10:28:48 AM
From: RR  Read Replies (3) | Respond to of 65232
 
Closing SPX calls for a couple of points. RR (eom)


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