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To: Bill Harmond who wrote (137696)1/23/2002 8:29:47 PM
From: Victor Lazlo  Read Replies (1) | Respond to of 164684
 
EDO



To: Bill Harmond who wrote (137696)1/23/2002 8:33:56 PM
From: GST  Respond to of 164684
 
Not necessarily tech spending -- I know people who are in the anti-terrorism business and technology is not the most important element -- although aerospace will likely benefit. BTW, the other implication is that interest rates are going up as the government goes back into the debt market and engages in substantial deficit spending.



To: Bill Harmond who wrote (137696)1/23/2002 10:15:55 PM
From: GST  Read Replies (2) | Respond to of 164684
 
Do you remember this one Bill? Message 15134215



To: Bill Harmond who wrote (137696)1/24/2002 4:59:23 PM
From: craig crawford  Read Replies (1) | Respond to of 164684
 
i can make the connection between that and inflation and rising interest rates. i can make the connection between rising interest rates and falling multiples on your favorite growth stocks.


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