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To: GST who wrote (123206)4/7/2001 9:04:55 PM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 164684
 
>> so I am "cautiously optimistic".

Me too. Though the pace of layoffs so far this year is very scary. But lower energy prices will help, if they do occur.

But I have a question for you. In your opinion, why is the dollar still strong in spite of the massive and continuing curr accnt deficit ? And is your position that eventually the deficit will cause either 1- a weak dollar and inflation, or 2- the Fed will be forced to raise interest rates to defend the dollar, and therefor cause a recession ?



To: GST who wrote (123206)4/7/2001 9:07:53 PM
From: Victor Lazlo  Read Replies (1) | Respond to of 164684
 
I wish Anthony would come around here more often. He sure seems to have more sense than Mark or William or Olu have...
oh well...

Anyone see the sad write up about the LoudCloud IPO process in the Apr 16th BusinessWeek?