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Pastimes : All Clowns Must Be Destroyed -- Ignore unavailable to you. Want to Upgrade?

To: Oblomov who wrote (13157)	2/26/2000 4:16:00 PM
From: yard_man	Read Replies (1) \| Respond to of 42523

spglobal.com says short the IPPs to me. I have been floored by the amount of investment spent here -- some will say the regulatory unknowns delayed investment, but I saw in a newsletter the other day that Duke had made a deal for $4B worth of combustion turbines -- that's huge (even if some investment has been dealyed) and they are buying these turbines during a market frenzy -- not unlike the stock market frenzy. Chances are, of course, that they won't buy near that number, but it is one area that proves that the bubble hasn't just rapidly allocated funds to the internet bubble ... this thing has permeated the whole economy. I subscribe to the very strong deflationary scenario ... if you couldn't tell. I think the other thing which can't be totally observed in the prices of the stocks in the sectors (e.g. the PC stocks and semis defy reason) is the inability of the producer of some consumer goods to grow profits while the same have been growing sales. 2002 will be an ugly year for the US (and probably the world) economy.