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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: limtex who wrote (39508)	7/31/2001 10:49:50 AM
From: Jim Willie CB	Respond to of 65232

Limmer, I said "by 2002-03", which is 1-2 years from now if 1994 is repeated, then the recovery will be primarily in asset prices read: stock issue prices in 1994 GrinchSheiss raised rates from 3.0% to 7.0% to stop hypergrowth from happening in a pre-emptive move the economy had done nothing, but was ready to recover in 1995 it did begin the historic recover and run to Y2K I expect growth to start with stocks, and might pick up with a stunning telecom rebound THE FUNDAMENTAL DEMAND BEHIND TELECOM IS INTACT: internet usage, emails, broadband applns, cellphone, wireless messaging, nimrods posting on SI, spreading of 2.5G wireless, eventual arrival of 3G I fully expect a stunning telecom stock rebound but only after a few losers are knocked out their combined debt is staggering / jim