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

To: Libbyt who wrote (6036)	4/3/2001 1:11:08 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 57684

My w.a.g. is that the economic destruction orchestrated by the fed will slow the economy for years and keep rates low. The energy crisis or potential crisis will pass as the economic situation will demand less energy and more supply will come on line. This situation will be similar to the market of 1992 to 1997, where growth was handicapped by banking problems, so rates stayed down. Consumer stocks will do quite well, I imagine, and companies like vrsn will have their market caps return to March 2000 levels. So, i think the fed keeps easing over the next full year and then rates stay down for many years. I don't know what would have to happen for them to cut immediately. Imagining them doing anything smart is impossible right now.

To: Libbyt who wrote (6036)	4/3/2001 5:24:40 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

I had lunch today with couple men who manage money for me (their selections are included in my profile as always). I learned that Montana is the only state in the Union whose electricity generation has kept pace with demand. Their favorite pick is Calpine. I personally suspect the generators are guilty of market manipulation, but for purposes here it's all about money-making. As far a technology goes, no changes in positions were recommended. This is no market to sell into.