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To: schrodingers_cat who wrote (142139)5/5/2002 4:24:51 PM
From: Lizzie Tudor  Respond to of 164684
 
yep thats what I think. Since supply chain software is 90-98% off its highs its hard to imagine why you would want to trade it... there are a few sectors like that.
L



To: schrodingers_cat who wrote (142139)5/5/2002 4:37:32 PM
From: GST  Read Replies (1) | Respond to of 164684
 
Cat and Lizzie. I agree with you both -- but with one hesitation: the macroeconomic picture is pointing to some really severe imbalances and if these don't get resolved then the smart thing to have is cash or gold. I am not saying this as a doomsayer or goldbug. I am saying this because the imbalances are so huge and we are at a critical juncture.


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