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Strategies & Market Trends : The New Economy and its Winners

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To: Robert Rose who wrote (333)	5/19/2000 2:00:00 PM
From: Bill Harmond	Read Replies (1) of 57684

>the operative issue now is asset allocation. I don't follow. I think the only reasonable long-term choice here is to be long the new economy leaders, but not leveraged in case of extremes. Sooner or later the economy will slow, interest rates will recede, and PEG's will expand again. When has it not happened? The productivity payback proposition for technology is too compelling. These companies will grow right thru this. Look at it this way: A 66% decline over a year in a company's stock that is growing 200% is a 90% decline in price. If you're betting on a recession in the US, then you need evidence of bloated inventories. There is none.

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