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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (2189)	2/22/2001 12:37:14 PM
From: wlheatmoon	Respond to of 2850

Burke's thoughts...ain't enough pain yet. he's probably right. Message 15391785

To: wlheatmoon who wrote (2189)	2/22/2001 12:43:03 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 2850

I must be missing something...I see this as cyclical and not secular. Cramer doesn't know what he is talking about.

To: wlheatmoon who wrote (2189)	2/23/2001 11:23:15 AM
From: John Pitera	Read Replies (1) \| Respond to of 2850

Mike, thanks for posting that article. It is obvious that way too much money flooded the capital markets as everyone was chasing the big operating returns and in the end too many companies expanding too rapidly has given us a glut of product and lower margins. I'm not sure how long it takes to work out the excesses. I don't think it's secular as in an 8 or 10 year trend, but we'll see. You need to see articles like this to help create the more negative environment that is the start of the healing. John