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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Joan Osland Graffius who wrote (2721)7/8/2000 1:57:43 PM
From: Spekulatius  Read Replies (1) of 436258
 
I do not see much pricing power at the basic goods/materials level.Sure PD is reducing capacity but are the other producers doing this as well? The fuel surcharges are real but crude oil seems to have reached the peak.Overall I just do not see indications for a runaway inflation.
However, i see that even a moderate slowdown for the economy will result in profit warnings for old economy companies.
The real risk for the stockmarket is, that a slowdown for the old economy also leads to a slowdown for the new economy.
The only companies I like are the Telco's (VZ, BLS, ATT) and insurance companies). Both are fairly reasonable valuations and won't be affected by a slowdown of the economy, IMHO.
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