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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: areokat who wrote (45684)	8/21/2001 8:59:34 PM
From: paul_philp	Read Replies (2) \| Respond to of 54805

Kat, Like you I think that we are facing another bubble in tech stocks on down the line, probably starting in a couple of years. This, in my opinion will be the results primarily, of AG latest round of easy money. The increase in the money supply is starting to be seen but its effect is pretty weak right now. There is a lot of slack in the economy so it wont be stimulated soon but after some passage of time it will really kick in. Hopefully we will all be going back and re-reading the posts of Mike and and his merry band of valuation hunters and start taking some money off the table. I feel somewhat schizophrenic since I am both a significant technology bear believing we may see Nasdaq 1100 in the not too distant future and I am a significant technology bull believing that we will be well into Bubble 2.0 just in time to help George W. get re-elected. I am the evil love child of Abby Joseph Cohen and William Fleckstien. Paul