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Technology Stocks : Rockwell-Spins off Conexant (CNXT) -- Ignore unavailable to you. Want to Upgrade?

To: MeDroogies who wrote (1963)	11/13/2001 4:12:18 PM
From: gpowell	Read Replies (1) \| Respond to of 2013

What I find amusing is that this is the same David Taylor who back in the beginning of the year was screaming at my ignorance regarding oil prices, which he claimed were going to cause gas to top $2 per gallon. Not only didn't it happen (as I said it wouldn't), prices have declined since their peak in early June. Yes, I recall. He also predicted the fed was going to raise rates another 200 basis points or so because they had done it 1994, this is just before they began their historic lowering of rates. So...deflation is possible, but not imminent. Certainly not with interest rates where they are and falling, and refinancings up 500% in the last month. I haven’t been able to spend much time on investments lately, but falling productivity and recent trends in wage demands would seem to indicate increased pressure on costs, yet price appears to be sticky. This can’t be good for profits. I worry that expectation for ROI will be poor, leading to continued contraction and perhaps a capital flight to higher productivity regions of the world (where might that be?). Does this scenario hold any water? I lost touch with him. I wonder how it turned out? Hydrodynamic models are used to describe price evolution, so its possible he was successful.

To: MeDroogies who wrote (1963)	11/13/2001 5:28:46 PM
From: David W. Taylor	Respond to of 2013

>> he claimed were going to cause gas to top $2 per gallon. Not only didn't it happen >> Out of curiosity where do you live MeDroogies? In the San Francisco Bay area, gas prices have been consistently above $2 for most of the year. I think the highest posted price that I saw was one Shell in San Rafael advertising Premium for $2.59. The worst that I remember paying was $2.29. I filled up this morning at $1.93.

To: MeDroogies who wrote (1963)	11/15/2001 3:30:03 PM
From: David W. Taylor	Read Replies (1) \| Respond to of 2013

MeDroogies, You are obviously a thinking guy but you really don't listen hard to other theses. You think you do but you don't. I didn't know how to respond to the inflation vs deflation question. This was probably because I am not managing to explain myself well already and further attempts were as likely to confuse. Luckily I don't have to. Another SI member called bobcor has done a superb job on another thread. Please read it and respond there, if you wish. Message 16661972 This is clearly not a CNXT topic, so I will shut up here. Sorry to all the other participants. David