The Black Box

[wahz]

Probably makes sense for me to reiterate that I had that same first 3 months of 2004 that z has, and I posted it last fall at the latest, and had the same high for 2004 as z has now, but his prediction came in dec 03 and mine was in summer 02...a bit earlier.

I want to make some clear differentiation from him past the first q, and all of next year. He thinks we go into a bear market in 2005. I do not. He thinks we will have a worse last half of 04 than first half. I don't. He thinks we will we get significantly higher on the nas here pretty quick, than we were in January. I do not.

I do see some possibility of a new high higher then Jan, but above 2275 lets say would shock me.

Gosh I really hope I am wrong and we have much higher highs... I really really mean that, and the reason I would like it so much is I think that if our picks can be dragged up by a good market in the first half, I feel we will do well enough in a down market from there if Z is right, as there is more certain info about an optical spending boom that is sustainable, and by the second half of this year that should be a slam dunk.

But there is no way i think that roadmap after a spring high is going to be close. I feel it will be so far off by mid o5 that there will be just no doubt that it was about as wrong as can be