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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: JakeStraw who wrote (18259)	2/12/2001 12:04:02 PM
From: Tunica Albuginea	Respond to of 24042

Yardeni:Buy cyclicals/Growth:Place your bets on US avoiding recession Current slump does not mirror the Japanese crash of 1990, as US consumers will respond to stimulus plans. bangkokpost.com "To bet on a severe and prolonged recession in the United States amounts to betting against Mr Greenspan, who still has 550 basis points left between the federal funds rate and zero-and against American shoppers. I would rather bet on both of them. Now that the Fed has started lowering interest rates, I think the recession is over as far as investors are concerned. In other words, rather than stay with the defensive focus on so-called value stocks such as utilities and drugs, which worked so well last year, I would recommend a more cyclical and growth-oriented approach to investing in 2001." Edward Yardeni ---------------------- TA