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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (46813)	2/6/2001 10:52:05 PM
From: Ron Dior	Read Replies (2) \| Respond to of 57584

Shorts are betting on continued severe recession. But why in the world would Greenspan allow that to happen when he clearly has the power to prevent it? Spirit, you give Greenspan way to much credit. Though he can cause a recession he does not have the power to stop one. This thing has clearly gotten ahead of him. While admittedly he cannot stop it he can make the landing a bit more soft. The positive is that we will recover but the negative is that it will take longer than most think. Most sectors will not return to former growth rates for many many months. The point I believe everyone is missing is that their won't be any growth for a period of time. What good is the decline being supposedly priced in if most companies growth rates are at a stand still for the next 3 Q's. How many investors will tie up $'s in a company moving sideways for the next 6-12 months. I know for one my money will go elsewhere if this be the case. Keep in mind also that many techs are still priced for 60% quarter over quarter growth rates. The P/E ratios are off the charts even at these "priced in markets". Reality states that we could move much lower from here before this thing is over. Ron Dior