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

To: craig crawford who wrote (7099)	5/23/2001 1:32:42 PM
From: Bill Harmond	Respond to of 57684

>>But we've had "productivity-enhancing technology" since the beginning of time! That's true, but that's not the point. All those technologies created great wealth and displaced older methods. The IP Revolution (that's what I think it really is specifically) is so important because it subsumes all previous methods of personal and business communication: mail, telephone, radio, magazines, newspapers, television, etc.

To: craig crawford who wrote (7099)	5/23/2001 1:59:42 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

>>Obviously my whole thesis rides on the belief that we will have major inflation in the coming years. I'd start by buying a home, or upgrading to a better location (nothing quite like an inflation hedge financed with government subsidies), and then REIT's. Reit's pay extraordinary dividends, and well-located real estate is as good an hedge as you can find. Real estate is in demand now because of all the new households. For example in the San Fernando Valley here (a part of Los Angeles about the size of Dallas) there are only 3,500 homes and 900 condos listed for sale.