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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jacob Snyder who wrote (51595)	5/30/2002 1:05:57 PM
From: JAPG	Read Replies (2) of 54805

There are, however, some signs that the economy is recovering well, and that IT is leading it: IT Does Its Part For The Recovery Why do stats show improving production while big tech vendors post weak quarterly results? Financial results are lagging indicators, whereas monthly industrial production and capacity utilization reports reflect the current state of the economy. informationweek.com PS: I always listen to Lakshman Achuthan, managing director of the Economic Cycle Research Institute, he has been the most reliable person I know on predicting recessions and recoveries. Take care JAPG

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