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To: Dale Baker who wrote (93696)9/2/2010 12:02:52 PM
From: SouthFloridaGuyRead Replies (1) | Respond to of 118717
 
"2004 Parallel"

Dale, that is a huge LOL. As I wrote my last post, on the other screen, I had the 2004 market displayed. Markets made a clear shift around this time then (a few weeks earlier to be precise).

The CLEAR strength is Asia and LatAm for the macro players (part of my accounts) and small cap growth names in my bottoms up accounts.



To: Dale Baker who wrote (93696)9/2/2010 5:45:01 PM
From: John VosillaRead Replies (1) | Respond to of 118717
 
'And there are plenty of quality, cheap companies out there to load up on. So far, the 2004 parallel continues to hold'

How about a 1992 parallel? Anyone looking at storage and networking consolidation in tech? The big boys like Cisco,
IBM, Microsoft, Hewlet Packard and Dell have huge war chests earning nothing..