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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (10138)	9/23/2001 6:42:59 AM
From: elmatador	Respond to of 74559

The nation-state together with its governing elites facing with the threat of going to history's dust bin fight back with any opportunity at hand. This abracadabra provides governing elites to let loose its armies of bureaucrats to fight for their share of the power. The effects depend on tight you are couple with the nation-state's fate. If you're a bureaucrat in any capital city, you are tight-coupled. So you share the fate of the nation-state. If the opposite of the spectrum, if you are a trader in East Asia, Eastern Europe or Latin America, you are loosely-couple. So that your destiny, it is not the destiny of the nation-state. YOu're a gate crasher. If the nation-state goes down the drain, you don't necessarily follow it. You may even end up on top. An abracdabara of such magnitude, it always give the worng impressions if you look to the surface of it. But look closer, step back and give it a hard look. It may be an opportunity. You can sink the whole scrap iron that the Pacific fleet was and build a new one. Admiral Tojo attack has to be seen under this perspective.

To: TobagoJack who wrote (10138)	9/23/2001 12:00:41 PM
From: Ilaine	Read Replies (1) \| Respond to of 74559

One thing which will probably change in the US, and I didn't think of this myself but heard it on the radio and read it in the newspaper, is business travel. Video conferencing has been "not quite ready for prime time" for the past five years. People may decide they don't really want to fly in for a meeting in the morning and back that evening just to meet face to face. Probably this is true, if the technology is ready. If so, that may light up a lot of that dark fiber we keep reading about. If so, there are a lot of industries in the US which are going to go to hell. Business car rentals, airport hotels, businesses which have shops in airports. Shoe shine guys will be getting jobs as security guards. Security companies are going to be very busy and very profitable. US residents will be taking vacations in the US for the foreseeable future. They will be driving and taking trains. Resort hotels will be doing better than ever. E-tickets are banned now and will probably be banned forever. This may be good for travel agents. Not sure how it will affect Travelocity, et al., - I think you can still buy tickets online, just have to pick them up in person. If my fears about biowar are accurate, whoever makes anthrax vaccine and doxycycline (not doxycillin, as I typoed yesterday) will be very busy. Water purification devices are selling well around here. Also bottled water. Gas masks are selling out, too. Filter companies in general will be doing well. Unfortunately for me, I can't invest in filter companies because the H examines filter patents, so it's a conflict of interest.:( People will stick even closer to home than before. Blockbuster and HBO will do even better than they have been. Video on demand will sell like wildfire when it's available. Satellite TV may become more popular. Which means satellite equipment makers, e.g., people who make the dishes and such, will make more money. Public places, like theaters, ampitheaters and stadiums, won't do as well, I suspect.