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To: fedhead who wrote (18056)9/2/2003 4:36:48 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
JT on the mita thread says short term top coming up. He has been right on with these short term tops so maybe I'll get a small PB.

I can see the pipelines at some SCEs. This is just the pipeline, not real orders but business looks very strong 9 mos - 1 yr out.

After all this consolidation in the naz I wonder where the indexes are going in this next bull phase. A few companies are going to benefit from the billions of people coming on to the internet worldwide. Intel for example is one, I think these SCEs are reflecting that trend. We'll have to see next year if the secular bear market people have been chased out of town or not.



To: fedhead who wrote (18056)9/2/2003 6:27:13 PM
From: Logain Ablar  Read Replies (2) | Respond to of 57684
 
Anindo:

What has changed your position of being cautious and preserving capital to now getting ready to risk capital to not miss gains?

September is typically a weak month and fundamentally the market is more over valued today than 2 (or was it 3) months ago when you were bearish.