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To: WTSherman who wrote (9678)4/12/2001 5:46:28 PM
From: Ian@SI  Read Replies (1) | Respond to of 10921
 
Bill,

My guess is that you're wrong! ;^)

Problems started when the Fed started tightening, following by the capital market and especially the venture capitalists ceasing to dole out free money to anybody that could spell dotcom with less than 2 or 3 errors.

Nevertheless, Pandora's box has been opened. The Internet isn't going away. Rather, both business and consumer use of it has barely scratched the surface. Chips haven't yet been declared obsolete or supplanted by some other technology.

I'll bet you a cyber beer, that we probably don't go into recession. If we do, it will be on a technical basis of 2 down Qs, not 3; and it won't be sharp. ... as long as one looks at the whole economy. If on the other hand you're talking about specific manufacturing sectors, you could be right.

Ian