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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Bucky Katt who wrote (3396)	2/12/1999 5:04:00 PM
From: ~digs	Read Replies (1) \| Respond to of 57584

I hear ya... the closer we get to instantaneous information the better. That's definitely one derivative that can't approach zero fast enough <gg>. Have a good weekend.

To: Bucky Katt who wrote (3396)	2/12/1999 5:11:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Frying my own fish here, William. . .bon apetite.

To: Bucky Katt who wrote (3396)	2/13/1999 11:23:00 AM
From: Rande Is	Read Replies (1) \| Respond to of 57584

The market is in a critical place. . . 1. Advance/decline line has been terrible. . . 2. Overall market volume has been weak. . .and the volume that does come in is not spread out evenly, but focused on a small number of stocks. 3. Dow Transports dropped over 4 percent yesterday. . .this is perhaps the MAIN leading indicator of trouble ahead. 4. Markets have tanked hard, what 5 out of 6 days? 5. There are still plenty of overvalued stocks out there in the bubble. 6. DELL and AMAT are the bellweathers of the PC, chip, high-tech spilling over into internet sectors. . . which has been driving the markets to the historic gains we have seen. The keys to the long-term direction of the broad market, may actually rest in the hands of the CFOs writing the earnings reports of these companies. Bad news after Tuesday's bell could trigger a dramatic loss, which could end the party altogether, by putting us in a bear market....it is VERY hard to make money in a true bear market, since there is such little volume and little volatility. . .short side or long side, when the volume dries up. . .the party is over. . . Good news after Tuesday's bell and a sigh of relief would be heard around the world. . .as the market Wednesday would rally, perhaps harder than has been seen in a long time. This weekend is a great time to take a hard look at portfolios. . .Tuesday would allow opportunity to take a more defensive position. . .and if all is well on Tuesday, then no great loss. Meanwhile, I am sure there are many at the Dell thread discussing how U.S. sales declined [Christmas retail effect?] . . and how Asia is expected [hoped?] to show big sales numbers for Dell. Main point is. . . I would not ignore this as another bump in the road. . considering alternative. .defensive. .strategies may be time well spent. . . and HOPEFULLY time wasted when all is well come Wednesday. But when standing near the abyss there are two things you never want to do. Turn your back to it. . . or get too close. Rande Is