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Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk -- Ignore unavailable to you. Want to Upgrade?

To: dvdw© who wrote (11345)	10/20/2003 11:30:58 AM
From: Kirk ©	Read Replies (2) \| Respond to of 207399

Agree. I have a pet theory I don't bring out much that says the internet/telecom infrastructure will continue to drive costs down for S&P500 companies. Scale will be such that few will be able to compete with the goliaths. These goliaths will eventually pay a 1 to 4% dividend and people will gladly bid up the companies that make actual cash to pay dividends as global competition keeps interest rates low. The way to get rich will be to find the small floats that the goliaths will have to pay a premium to buy.... along with the tech companies that allow the goliaths to get more efficient. the goliaths will just grow at the rate of the economy. Nice pop on WAVC today... CACS - I sold a few (5%) of my shares at $6.75 and might buy them back if the correction continues, but it might have bottomed this AM. SSPI - strange how it moves so much on no volume. Could be scarry if anyone got excited about it. -snort

To: dvdw© who wrote (11345)	10/20/2003 2:43:56 PM
From: Lizzie Tudor	Respond to of 207399

Fact of the matter is from a peak of 5,556 companies listed on the Nasdaq in 12/96 the number of listings on the Nasdaq fell by Oct 2002 to only 3,725 companies. I have been pounding the table on this fact for a long time. The 37xx number of Naz issues is the same level as pre-1982, which was prior to the last froth period (PCs). This (# naz issues) is an incredible statistic from my POV.

To: dvdw© who wrote (11345)	10/20/2003 10:00:14 PM
From: da_cheif™	Read Replies (1) \| Respond to of 207399

i gotta say....dat was a great piece of intelligence.....snort

To: dvdw© who wrote (11345)	10/21/2003 2:10:58 PM
From: Joe Smith	Read Replies (1) \| Respond to of 207399

I have never understood why number of shares is an important volume indicator when it seems to me that the dollar value of volume is what is important. Is a volume of 40M on LU at 2.23 per share the same as the the same volume of shares at $60. Don't you need to take into account the much lower average price per share at this time to see whether there is "gross money expansion". Along the same lines, I think volume is understimated this Fall compared to March when the indices are so much higher. A equal volume of shares compared to March would be a much higher dollar volume...