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Strategies & Market Trends : Paint The Table -- Ignore unavailable to you. Want to Upgrade?


To: Jorj X Mckie who wrote (1305)11/7/2001 11:58:35 PM
From: AugustWest  Read Replies (1) | Respond to of 23786
 
I thought about it a few months ago but just for a bit.

Not much since then. But the growth rate before the slow down was tugging along pretty damn strong to say the least. Than it was like pulling the emergency brakes on a car. Wham, it stopped growing. So I was thinking the potential is there for the growth to pick up again at a healthy speed. But until the personal spending habits in this country change, the threat of a consumer strike of sorts will always exist. Further more, but I think to a larger degree it has been addressed, corporate spending habits also need to change.. Anyone recall how much CMGI paid to have the football field named after them? And there are morebetter examples, I'm just generalizing here.

Obviously this thesis needs more work to even be considered. I just thought I'd throw out a line and see if anyone was biting.



To: Jorj X Mckie who wrote (1305)1/13/2002 11:15:02 AM
From: AugustWest  Read Replies (6) | Respond to of 23786
 
Do you remember this post #reply-16625278
I mean positive GDP to negative GDP; back to positive for a quarter or two than back to negative, etc.....

FWIW, I found this...

Jan. 7 — Now that the recession has arrived, many economists believe it is nearly over, and certainly Wall Street is counting on an early recovery, with broad stock market indicators up 20 percent from their September lows. But one of Wall Street’s most respected economists warned Monday of a potential “double-dip” recession that could delay the rebound until late in 2002.
http://www.msnbc.com/news/683506.asp?cp1=1

Granted, I am seeing more see-sawing than him, but I'm starting to wonder about it on a more serious level.