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To: Voltaire who wrote (3058)	2/8/2000 10:04:00 AM
From: Jim Willie CB	Read Replies (3) of 35685

another Tom Galvin interview on CNBC we have finished only the first year of a multi-year global profit growth recovery [following the Asian Meltdown] the Federal Reserve has it wrong forces of deflation are still with us (excess capacity, deregulation, internet) their rate hikes are pre-emptive with no inflation in sight TBonds should see yields peak in this current Q1 expect more mergers in financial arena, since Glass Steigman repeal he likes the telecom and media broadcasting sectors picks: AirGate PCS (PCSA) fast growing wireless carrier Andocs (DOX) didnt catch their business CommerceOne (CMRC) not cheap but way early in growth this guy sees endofyr NazComp at 7000, Dow at 16,000 your intrepid reporter / Jim Willie

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