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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (12155)6/21/2002 1:39:29 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
the only risk I see for a falling dollar and tech fundamentals now, which didn't exist in 1995 is the massive outsourcing of labor we have now to ireland, india etc. Costs could go up.
L



To: Bill Harmond who wrote (12155)6/21/2002 3:42:50 PM
From: fedhead  Respond to of 57684
 
I think conditions are very different from 1995. We didn't have the debt levels we have now. Current account
deficit wasn't as large. We didn't have the overcapacities
we do now and lastly we didn't have a large section of
the US investing whose household net worth has been sharply
reduced by the ongoing bear market. I think the dynamics are quite different this time around and the market is reflecting that.

Anindo


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