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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Rick who wrote (33950)	10/27/2000 10:37:35 PM
From: chaz	Respond to of 54805

How else could you keep earnings above expectations? (Not a joke.) By lowering the expectations? You could look good by not doing as badly as you said you might. (Not a joke) Chaz

To: Rick who wrote (33950)	10/28/2000 11:46:28 AM
From: RocketMan	Respond to of 54805

Perhaps, the infrastructure stocks would be in even greater demand. After all, when revenue slows wouldn't there be even greater pressure to increase productivity? Only problem is, with slowing revenues, companies don't have the money to invest in infrastructure and other productivity-enhancing tools. And financing for such things dries up, as is beginning to be the case, with corporate bonds getting crunched. The entire food chain slows, that is why a recession happens. Again, I am not predicting this, only saying that we are teetering, and a soft landing is very much in doubt. Let's see what happens after the elections, and if we get a 4th quarter rally. If not, we are in trouble.