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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Duray who wrote (4151)	6/25/2001 12:45:12 PM
From: Louis V. Lambrecht	Read Replies (1) \| Respond to of 33421

Ray - Thanks for the Kurzweil link. Certainly will have a look, nice "management summary". Bookmarked. I am not in omplete agreement with Cass (happened to be one of the last articles on the subject). My research has us entered the depression phase of the technological and computer cycle about end of 1998 (Y2K related capex bubble). Next cycle due to start 2006-2012, but this is in contradiction with Harry Dent's baby-boomers theory. I love those models: they help you set a bias on the analyzes. :-) Put the futurists a la Kurzweil together with cycle economics, we would all start hoping for a (healthy) depression. July suckers rally? Don't know. Earnings season is about to start and analysts may have revised expectactions low enough. But shoud be after some downside action: agree with you. Don't know when and how much though. I have the same opinion on full year's earnings in Jan next.