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Strategies & Market Trends : ahhaha's ahs -- Ignore unavailable to you. Want to Upgrade?


To: ahhaha who wrote (135)10/3/2000 1:48:42 PM
From: ahhahaRead Replies (1) | Respond to of 24758
 
If the FED would like to get the Euro up, they will have to ease monetary policy a bit. The investment community bias is that this has too much inflationary potential and that reflects the current view of the Board. Problem is that the Euro is about to plunge again. Open market dollar sales by CBs is only exacerbating this fall by propping up a false reality while the water runs out from underneath. The purpose of electing to force rates down will be to encourage the European CBs to do the same. This solves no problem but it does buy time where intervention won't. The idea would be that FED leads by lowering and the Europeans follow the lead by doing the same on a staggered basis. The FED will say that this easing is for purposes of staying an acceleration in the fall of domestic demand.



To: ahhaha who wrote (135)10/3/2000 1:54:09 PM
From: BoplicityRead Replies (1) | Respond to of 24758
 
re: The PC never displaced the mainframe. The PC was a new market that evolved over a long period of time on its own. How could a alleged movement from mainframe to PC been employed in an investment strategy?

I never said the PC displace the mainframe. I said that the High-tech market was dominate by mainframes, then pc and the client server model, then the net, and I believe broadband (of course largely defined to include wire land and wireless what ever means you can think of.) for the masses will be the next big thing. If you can't answer your question in bold above, I'm asking the wrong guy. Sorry to have taken up your time.

Greg



To: ahhaha who wrote (135)2/21/2001 7:26:41 PM
From: ElsewhereRespond to of 24758
 
"...you have to sell on the way up. A good example is EMC. It's a pig waiting to be slaughtered."

A good call, more than a double by now:
finance.yahoo.com