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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: waverider who wrote (69481)	2/18/2001 2:31:13 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 99985

Diamond, dreaming about growth in the suto business when the world capacity is approaching 80 MM cars annualy, while the demand is barely at 50 MM, is "dreaming in the wrong field of dreams" (g). Zeev

To: waverider who wrote (69481)	2/18/2001 2:34:43 PM
From: iod_sherwood	Respond to of 99985

That's the exact dipbuying mantra that will lead to poor performances.. imo... i think the next few years will be exclusively a traders market after we bottom... and value wil mean something. still plenty good play out there... especially even things like WY or TLM... if you just have to go long... and can't play the short side... otherwise... i think the argument for paying for growth is basically BS, because all growth will lbe slowed. JDSU it was easy to grow 100m rev's 100%, to 200m, then 400m, 75-90% to the billion area... but now... they're entering a new league, add a slower growth phase... and soon.. maybe you're better off with SBUX? hahaha.. ok.. anyhow.. just a few thoughts ;)