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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (47084)	5/22/2001 11:30:11 AM
From: Kirk ©	Read Replies (1) \| Respond to of 70976

Good point on recession vs pain. We might not have an "official" recession but we sure have experienced the "official pain" that one brings as the decline in growth is probably more important anyway. About a slow recovery in growth stocks. Perhaps the "nifty 50" will jump ship? High growth might be in small and mid caps rather than the mega caps like Intel, Cisco, MSFT, EMC, SUNW, ORCL, etc. that were the last to keep going up in 98-99 when most others were not doing so well? Kirk

To: michael97123 who wrote (47084)	5/22/2001 12:20:58 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Mike, Save a bookmark to your last post; and revisit it in 6 months. 1. I suspect that your portfolio was seriously overweight in high tech, high P/E, high volatility stocks. 2. Gold price has been an extremely poor indicator of the direction of US inflation for the last several years. 3. My response was to Charles who specifically targetted Greenspan and the Fed with his recession fear comment. Last time I checked, neither Greenspan nor the Fed had any mandate whatsoever to focus solely on the high tech sector of publicly traded companies; or individual portfolios such as yours or mine. 4. Emotional responses have no helpful role in managing ones portfolio. ... unless of course they're an irrational emotional response by the herd from which I can take advantage.