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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (12617)7/9/2002 7:57:56 PM
From: techanalyst1  Read Replies (2) of 57684
 
Isn't that what Pimco is claiming we have? A corporate credit crunch?

Telcos obviously are going to be tight. Looks like retailers are pulling in the reigns on software spending. Europe is slow in the summer.

Still think the economy depends on tech getting better and tech getting better depends on the old economy spending and they all depend on financials being healthy.

No bull market without the financials participating. Wazzup with fnm? No bueno.

TA
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