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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (5431)	2/25/2001 5:25:35 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 57684

Lizzie, the point was that if that is the worst case scenario, that we are back to 65-82, then even then we are in a favorable risk/reward situation at current prices. There was big money made in those markets. Everyone talks about 73-74, but have you looked at 1975-76? --------------------------------------- www2.marketwatch.com --------------------------------- That's 100% in 15 months. Not bad. There was a lot of innovation in the mid 60's. The semiconductor was in first grade, as is the network now.

To: Lizzie Tudor who wrote (5431)	2/25/2001 11:18:36 PM
From: Glenn D. Rudolph	Respond to of 57684

Great post, except for this... I dunno, but it seems to me there is way too much innovation going on today to mimic 1965. Liz, I agree with you completely. I see it in my business and my suppliers. My firm was able to reduce operating costs 5% through 1998 to now. This takes into account increased energy costs. Gross margins have come down due to a change in the general retail environment and I do not see them going up. However, I see operating costs dropping further. We cut about $8,000 annually in communication costs alone and we have better communication. Also, I can create multi-page flyers using spot color on gloss paper of about 50% less than a few years ago and the cost for the paper has gone up. In addition, the need for the paper is reducing as more people use the net as a catalogue. Glenn