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To: Voltaire who wrote (3058)2/8/2000 9:20:00 AM
From: mrs goldberg  Respond to of 35685
 
Good morning V,

I have a saying I have said a zillion times when things seem out of wack, that I would like share this with all in regards to the "Q" as it has great highs and forced lows.

"Its a short term loss for a long term gain"

Stay in touch with your Angels, you've all done a great job!

Coonaz



To: Voltaire who wrote (3058)2/8/2000 9:40:00 AM
From: Jim Willie CB  Read Replies (2) | Respond to of 35685
 
Naz heading to 5000 in next couple months
we are witnessing a breakout right here and now
the January speedbump is behind us
new mutual fund money is flowing in
Tom Galvin is upcoming on CNBC now

productivity numbers with declining labor costs belie the Philips Curve moronicity, poopoo the old school economic incompetents endless drivel about growth being impossible without inflation

growth enables growth of supply !!!! case closed

all thru October/November I predicted staggering productivity numbers to come in early and mid y2000
you are seeing the beginning of this
economies dont spend $800-1100 billion on computer systems without a hefty hefty productivity improvement

old legacy systems connecting sales, inventory, suppliers, administration, customers -- many have been streamlined

now, with peaking TBond yields, we are ready to rock
/ Jim Willie Samuelson



To: Voltaire who wrote (3058)2/8/2000 10:04:00 AM
From: Jim Willie CB  Read Replies (3) | Respond to of 35685
 
another Tom Galvin interview on CNBC

we have finished only the first year of a multi-year global profit growth recovery [following the Asian Meltdown]

the Federal Reserve has it wrong
forces of deflation are still with us (excess capacity, deregulation, internet)
their rate hikes are pre-emptive with no inflation in sight

TBonds should see yields peak in this current Q1
expect more mergers in financial arena, since Glass Steigman repeal

he likes the telecom and media broadcasting sectors

picks:
AirGate PCS (PCSA) fast growing wireless carrier
Andocs (DOX) didnt catch their business
CommerceOne (CMRC) not cheap but way early in growth

this guy sees endofyr NazComp at 7000, Dow at 16,000
your intrepid reporter
/ Jim Willie