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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (45231)	12/17/2001 9:48:13 AM
From: Jim Willie CB	Read Replies (2) \| Respond to of 65232

next big thing sectors for 2002-03, ideas welcome economists historically wrong 2/3 of time any student of following these hacks can tell you that they live and die with rearview mirror forecasts "last year was bad" therefore "this year will be bad" only 1/3 of them predicted a Y2K boom only 1/10 of them predicted a post-Y2K bust very politically influenced, conservative, bad statisticians next big sectors will be imho: 1. oil/gas 2. security (facilities, computers, internet txactions) 3. biotech (cancer, aids, herpes, blood) 4. fuelcell (cars & busses, building generators) why? 1. start of new economic cycle expansion, unstable supply from Arab world, demand overwhelming supply trend, China in real development stage, fuelcells not quite ready on large scale 2. terrorism and crime, expansion of internet commerce 3. threshhold of breakthroughs left & right, big cures coming, FDA approval on verge after long test times 4. backlog orders for busses, Calif legislation, unstable oil world, desire to sidestep Arabs entirely, need for clean emissions other opinions encouraged notably, mainstream technology I have omitted way too much competition, too much debt load, too much inventory of course, plenty of niche exceptions looking for mainline "next new thing" sectors / jim