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Politics : Ask Michael Burke

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To: Earlie who wrote (39980)12/18/1998 8:47:00 PM
From: Peter Singleton  Read Replies (1) of 132070
 
Earlie,

Can you share some of the data (quantitative and / or anecdotal) that supports your point of view? I agree that FA would indicate that capital spending (hence information technology) is probably going south, but I haven't the data to support the PC market bear view.

Peter

/* edit

oops, reading further in the thread, I see you did

Message 6898527

however, when do you expect the quantitative data to show up, especially, what would you look for as leading indicators?
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