I think right now it's down the middle for those who think we see a recovery in the first half of 2002 and those who think we see a recovery in the second half. In the next couple of weeks it will start to shape out which it's going to be. |
If it was a capitulation, it would be louder. |
We've had a nice bounce back since Sept. 21. A lot of the momentum money has gone into the usual suspects, the big-cap tech names where the fundamentals continue to be fairly weak, but cash on the sidelines is getting back into the market. |