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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: paul_philp who wrote (68925)	5/17/2002 4:40:54 PM
From: Steve Lee	Read Replies (3) \| Respond to of 99280

"Which wins - technology recovery or liquidity backlash?" Both. Business has had its recession. It didn't show up in GDP cos GDP is focused on the consumer. The tech recovery will come from increased business spending. Don't get too excited tho cos although technically a recovery (as in better yr/yr comparisons for capital spending), it will not be making new highs. Now the consumer recession starts due to high debt. There's your liquidity backlash.