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To: elpolvo who wrote (2127)2/24/2001 7:19:08 PM
From: altair19  Read Replies (1) of 104215
 
polvo....I don't think it will take that long (3-4 years). I think the key is capital spending and interest rates, particularly IT projects that increase productivity. When the big companies start spending after they buy cheaper money, then things will loosen up...sometime in the late fall. Once the consulting firms start getting called in, then products will be recommended for the solutions and that will impact a lot of the companies we are invested in. Until then, I'm laying low and holding about 40% in cash.

.....is it better to know a little about a bunch of little things.....or a lot about one big thing!!??

Altair19
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