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To: pater tenebrarum who wrote (66806)	2/12/2001 11:00:19 AM
From: Don Lloyd	Read Replies (1) \| Respond to of 436258

hb - ... 'inventory correction' ... that will soon blow over... As I read this I got a vivid image of the rusting remnants of some computer HW sitting out in a SW desert exposed to the sun and blowing sand. -g- Regards, Don

To: pater tenebrarum who wrote (66806)	2/13/2001 12:01:16 AM
From: Spekulatius	Read Replies (1) \| Respond to of 436258

<< Don, the new consensus is that we're in an 'inventory correction' >> Yeah,the arguments keep on changing. One year ago, we were taught, that interest rates do not matter for tech stocks either, because the DCF model is insensitive to changes in the interest rate for growth stocks. Now,lower interest rates are the salvation for tech stocks. I guess the internet age makes a brainwash unnecessary, since information is forgotten so quickly anyways. And yeah, AG is doubleplusgood <g>.