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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.6%

3:59 PM EST

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To: OLDTRADER who wrote (170359)	7/23/2002 4:27:13 PM
From: TigerPaw	Read Replies (1) of 176387

capitulation!Now! Not now, but soon. The economy no longer contains any new growth ideas. The waiting chasm that needed to be crossed was terminal high bandwidth connections. This could have been addressed by a variety of policies such as subsidised connections to libraries or schools which would have proven the technology and brought the cost within range of homes and businesses. Instead it was traded for up to $300 in tax cuts, and perhaps another tax cut after we die. There is no compelling reason for the economy to grow. We are back on a sustainable track of oil, and defense spending, and hamburger flipping. In this environment the pain and drop and capitulation will continue until P/E measurements and risk are in traditional sustainable levels. Whenever that occurs there will be a retest of those levels to see if they are really sustainable, or if there is a compelling idea on the horizon, or the capitulation will continue until it is painfully obvious that companies can be bought at good value. TP

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