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To: Mike M2 who wrote (66424)	10/5/1999 11:32:00 AM
From: Cynic 2005	Read Replies (1) \| Respond to of 86076

To all, Rao Chalasani column has replaced Don Hays' column. I have followed Rao on and off. He is good. He always presents a well balanced opinion. 3 years ago when I spoke to him, he was very bullish and recommended buying AOL and KEEPING it. There are a few other instances where he was right on - he called for the violent correction in June-Aug 96 period. Here is his latest column. firstunionsec.com

To: Mike M2 who wrote (66424)	10/5/1999 11:35:00 AM
From: pater tenebrarum	Respond to of 86076

Mike, that's what it leads to, alright. but we don't fear it, we look forward to it. creative destruction...

To: Mike M2 who wrote (66424)	10/5/1999 11:45:00 AM
From: valueminded	Read Replies (1) \| Respond to of 86076

William/MikeB: After much thought, I would put the chances of an inflationary ending to this cycle at about 2:1 over the dflationary scenario. The deflationary scenario is touted as a means to keep the sheeple in bond funds while they are slowly decimated. The FED will announce a "tightening bias" <yawn>, as they continue to expand the money supply and worry about y2k. The sudden realization that inflation has gotten out of hand will wait till early next year if they are lucky. Inflation in assets has already lead to inflation in housing, to inflation in commodities and inflation in wage chain. (the recent uaw wins on the "best deals they have gotten in a while" attest to that.) It is only a matter of time before the govt number crunchers run out of ways of disguising it into the cpi. As that happens, I predict cpi in excess of 6% with or without the economic recession next year. Given my predilection, obviously bond funds would be a lousy place to store money. How do you insulate yourself from such a scenario. Would appreciate yours/mike b's and anyone elses thoughts