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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: AllansAlias who wrote (33851)3/16/2001 3:38:52 PM
From: Venkie  Respond to of 65232
 
We want you here..no flames are I will put my porch badge on<gg<
We will/are going higher soon.
Donnie Earp



To: AllansAlias who wrote (33851)3/16/2001 3:39:44 PM
From: edamo  Respond to of 65232
 
aa...i fit your category......and believe from past experience that we are a bit more resilient then you conclude.....

the global economy has been slowing since 1997, but yet the media hyped how hot the asian economy was getting......japan has its problems, but yet they are not a debtor nation as we are.....

all in all the vision that all claim not to have will appear...i fault the equity markets for this temporary state of blindness, as a prudent ceo is best playing stupid, then making any forward claims...

sooner or later the "experts?" in business, who have never been in business will realize that the only thing that matters on a balance sheet is profit, and top line growth, sacrificing bottom line is foolhardy...

as an astute follower of history you may give some insight on why even thirty years ago stocks moved up or down in an almost catatonic state....my guess is that "growth" wasn't the key element, but steady profits were?

with explosive growth comes equally explosive contraction, as such growth requires tremendous overhead that any slippage in growth can't carry....with this in mind, and the way business is run and skewed toward constant mega growth, i believe the cycles will become more severe, but not as long as in past slow grinding economies...its more a pendulum action, instead of a slow ramp up and down...

your thoughts appreciated...



To: AllansAlias who wrote (33851)3/16/2001 3:44:36 PM
From: Jill  Read Replies (3) | Respond to of 65232
 
Greenie/Fed will print monopoly $
And buy equities to shore up market if necessary
Plunge Protection Team

It won't take 10 years!
Problem for me at the moment, 20 minutes left today: rmbs at 16 seems really tempting, as they will still have good profits from RDRAM even if this decision goes against them

And ORCL at 14 too...