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


To: Lizzie Tudor who wrote (18648)10/27/2003 2:03:12 PM
From: Lizzie Tudor  Respond to of 57684
 
KO has a huge hit on its hands with diet vanilla coke
man is that good, selling out everywhere.



To: Lizzie Tudor who wrote (18648)10/27/2003 2:33:22 PM
From: Logain Ablar  Respond to of 57684
 
Hi Lizzie:

MSFT has to do is break itself up which I don't expect anytime soon. I do expect MSFT to pay an extra ordinary dividend in the $1 to $2 range between now and March.

Imagine if office suite started to include anti virus or firewall software (precluded for now since the hackers attack MSFT operating system flaws).

IMO we are still in a secular bear but now in a cycical bull. How long this lasts is anyones guess. I doubt it makes it to elections and it can go into 2005 (assume sentiment bottom in August of 2002 with retest in October which broke the August bottom and a sucessful retest in March of 03). A 2 year bull puts it right @ the elections.

Since I'm of the opinion we've borrowed from the future to avoid a crash type event (I blame AG for creating the problem) and bull markets typically (typically) start from lower valuation levels and consumer debt levels this one may not last as long as 3 years.

Just my WAG



To: Lizzie Tudor who wrote (18648)10/27/2003 2:46:36 PM
From: Bill Harmond  Respond to of 57684
 
amgdata.com



To: Lizzie Tudor who wrote (18648)10/27/2003 5:08:34 PM
From: fedhead  Read Replies (1) | Respond to of 57684
 
Doesn't matter whether this is a new bull or a bear market
rally, point is this rally provided enough oppurtunity to
make substantial gains in the right stocks. Take a look at
stocks like SCHN, CYD, ACH (all related to China growth),
NFLX etc. The leaders seem to powering ahead.

Anindo