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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.38

-2.4%

3:59 PM EST

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To: GVTucker who wrote (59216)	5/3/2002 10:29:06 AM
From: RetiredNow	Read Replies (3) of 77400

You said it. Once the dollar weakens, as I think is inevitable, we'll see inflation start to rear its ugly head. Add to that a potential oil shock as we go to war with Iraq, the price increases to bring all these struggling companies back to profitability, and the out of control money supply increases...well, I think it's clear that inflation is going to come back strong and the fed is going to have to raise rates like a madman to keep it in check. I think inflation will come maybe in the latter half of this year to early next year. The fed rate increases may very well put us back into the dreaded double dip, unless the consumer and businesses, backed by massive defense spending can keep the economic horse alive. We'll see. Either way, defensive plays are a good hedge. Land. That's my big defensive play. BTW, you Japan-bashers out there, did you know there was an article in WSJ today talking about our real estate is beginning to recover out there? REITs are really cashing in on it too. My real estate mutual fund has really helped me out in this downturn. I hope it continues.

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