Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: freeus who wrote (2778)	7/5/2001 12:42:09 AM
From: T L Comiskey	Read Replies (1) \| Respond to of 13815

To:KymarFye who wrote (79479) From: Zeev Hed Wednesday, Jul 4, 2001 4:18 PM View Replies (2) \| Respond to of 79495 Kymar, you know what I fail to see in the financial press, is the possibility, IMTO, that what we are going to experience is a "double dip" recession. What do I mean by double dip? I mean that the first recession (what we are experiencing now) being mostly an inventory adjustment and excess capacity absorption (and thus capex) slow down, not really resulting in a true recession, namely 2Q's of negative growth in GDP, followed next year (late in the year, possibly starting next summer or autumn) by a true consumer recession (which will result in 2Q or more of negative GDP growth). This possibility is what is partially guiding my own model of a strong market after what I expect to be "the summer massacre", into next April, and then another bear market in equities late into 2002 and early 2003. Zeev

To: freeus who wrote (2778)	7/5/2001 8:49:51 AM
From: Venkie	Respond to of 13815

No the mkt will go up and down but Qcom will become a hypster and freak out....80 is real doable ba 40.Qlgc=dunno