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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (40250)	3/11/2001 3:11:03 PM
From: lurqer	Read Replies (1) \| Respond to of 54805

An example I would cite, to no one's surprise here <G> is Qualcomm. Didn't surprise me. <gg> As I mentioned earlier there is the problem of p/e compression. re. a Larry Summers link. Ole Larry is rather prolific, so I'm having trouble limiting my Google search sufficiently to find the recent article I read. The gist of his argument as I recall is that the current problem is over supply (like before WWII down turns) rather than inflation (associated with post WWII recessions). His ideas are mentioned in this link economist.com provided on this thread yesterday by mtjoe. Strickly for yuks and apropos of nothing (courtesy of bb on the mdd thread) here is a CNBC yadda yadda yadda link markpoyser.com lurqer