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Strategies & Market Trends : MARKET INDEX TECHNICAL ANALYSIS - MITA

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To: Lizzie Tudor who wrote (15974)	1/30/2003 1:47:22 PM
From: yard_man	Read Replies (1) of 19219

ok -- I looked at that article -- and I'll even finish reading it Lizzie. here's a question for you >>Dig into the Commerce Dept.'s Oct. 31 report on the GDP and you'll see that third-quarter capital outlays on equipment and software--which account for roughly 80% of capital spending--increased 6.5% over the second quarter. That's double the 3.3% increase the second quarter turned in over the first. << What is the lifetime of such software and equipment? Software has a notoriously short lifetime -- I'm not sure what the other parts are here, but have you ever read Dr. Richebacher concerning net capital investment and why it is relatively long-lived capital outlays that are the basis for profits? Show me accelerating investment in such long-lived assets and I may think you have something -- increased spending on software is not the kind of investment that will generate long term profit growth, IMO. I find Dr. Richebacher's arguments on this issue to be convincing and well studied. If you haven't read them, would you, if I can find a link?? Telcom infrastructure probably falls in the mid-range category (for depreciation life) and semi capex, too ... I would expect.

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