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Technology Stocks : Rockwell-Spins off Conexant (CNXT)
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To: Lou Weed who wrote (1862)1/12/2001 5:19:06 PM
From: David W. Taylor  Read Replies (1) of 2013
 
This Hogan guy is bullish on the banks. How can that be? Bank of America is trouble. Interest rates are falling. Defaults are rising. Retail sales are dismal, so demand for loans will be less.

Hogan seems to have his head in the clouds. I'll take relentless bear Fleckenstein any time. He just seems more grounded.
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