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To: Boplicity who wrote (12732)	3/31/2004 9:10:32 PM
From: Boplicity	Read Replies (3) \| Respond to of 13815

Then again, CSCO, INTC, and MSFT are well past their great growth phase. MSFT and INTC are both DOW stocks now. Should we really be relying on stocks as indication of the health of the market that will not be creating the next big thing? This brings me to the following. What will be the driving force that is needed to move the market higher? I would have to say it's not going to be the big guys anymore. If I was going to bet, it would be some new idea from a small company, or a collective collation of looking at what have now in a new way. This brings me to my market mantra. It's going to be something that will change how we live, work and play. I have yet to find it though but I'm sure it is out there. I’m always looking for it. Thank the innovation gods for that. Greg ps. CSCO, MSFT, INTC are fat, like IBM was when they where small. Why bother with them anymore, when the real money is some other small company with all it's growth ahead of itself?

To: Boplicity who wrote (12732)	4/1/2004 10:31:36 AM
From: im a survivor	Respond to of 13815

<<I have to agree with you. I wouldn't use MSFT though. CSCO, INTC, IBM, even DELL those four are enough for me. One can't use MSFT as an indication of the health of the market due the uncertainty caused by the on going litigation against it. I would use a weighted index as it is, 40% INTC, 30% IBM, 20% CSCO, and 10% DELL. siliconinvestor.com. interesting to note the action in CSCO, my fav. for indication for market direction. I would have liked to see more downside myself in CSCO. On a general note. I like the action the last two days. Yesterday being down through day then closing firm, and hardly any selling today, tells me that the marker appears to have come to terms with the current market direction. The market will be looking forward to earnings season for further indication of the recovery. One must take note of the lack of downside earning preannouncements, which I find encouraging. Watch the forward looking statements. It's not what they do for you today, it's what they will do to you tomorrow. <g> Greg >> Funny Greg...when I mentioned MSFT and "others", I was thinking of the very same companies you mentioned, plus a few in the non tech world. And I agree, CSCO is a good indicator and I would have liked to see it get taken down more, and who knows, it still very well could. Yep, I have also been surprised with the lack of warnings so am very curious to see how earnings season develops, but also as you said, more importantly will be the future guidance coming from the companies. My concern is how fickle the street has become. Very hard to please them. If you dont blow out estimates and have positive guidance, the street takes em out to the woodshed and whacks em real good. I do see some positives in the economy, but still see far more negatives...and the world is just a mess. OPEC Cutting production, people in 'war' all over the world, the dollar, the deficit......I could go on and on, but will spare you this time<g>.....Keith@hopingIamwrongandmarketflieshigher.com