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Strategies & Market Trends : Win Lose or Draw : Be A Steve, Make A Call -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (11215)	5/12/2003 12:40:43 AM
From: Win-Lose-Draw	Read Replies (1) \| Respond to of 11447

not if you believe the PPT story. in that case, bonds are trying to show inflation but can't because greenspan keeps buying them up, depressing prices. makes a lot more sense than the idea he's out there buying shares of EBAY. imo.

To: Softechie who wrote (11215)	5/12/2003 7:04:30 AM
From: t2	Read Replies (1) \| Respond to of 11447

Which will be right: Equities or Bonds...Bond is telling deflation ahead and not bull market...Equities telling the opposite... Dollar tumble says no deflation. My bet is that Equity market is right and bonds are wrong...and that is probably the scenario AG wants to see anyways...if the market is caught between the 2 possibilities, AG becomes a genius. Under that scenario this strategist below is probably right. 06:30 ET Barron’s interviews UBS Warburg’s tech strategist Pip Coburn on his long term market outlook The tech strategist believes tech stocks are due for a "supernova rally", which should drive the Nasdaq Composite back to 2000 or higher. However, he also believes this rally will be short lived given the lack of compelling technologies on the horizon to help "propel" revenue growth of companies. In addition, he believes market expectations of top line growth of 10%-15% to be optimistic and higher than his expectations of 6%-7% long-term growth. According to the tech strategist, the companies to potentially lead the rally will be semiconductors, semi capital equipment, and some of the tier 2 and tier 3 software players. Companies such as INTC, DELL, MSFT, IBM and CSCO will lag as a group given their lack of room for upside in revenues coupled with strong fundamentals.