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

To: RobertHChaney who wrote (47283)	9/30/2001 10:44:58 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Unfortunately, I continue to see most experts forecasting a nice "V" shaped cyclical recovery in tech. I think that you will probably see tech widely proclaimed as being in a secular slump before this is all over, which would most likely cause a strong readjustment of stock multiples. There is no certainty of this, just my best analysis of how it will play out. I will have to question that - as few, if even any, have mentioned anything about a "V" shaped cyclical recovery in technology. What "experts" are forecasting a "V" recovery that you could identify and list here for us? BB