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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 (13298)	8/3/2002 8:12:53 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 57684

Thanks that was interesting. I don't disagree too much with Yardeni about tech or much in that piece, except maybe entry points. For example he still likes the housing sector. I agree its strong but I wouldn't put new money in it now. He does have one chart for tech, where the actual growth and expected growth rates are fairly divergent, while still at low levels (6% or so). Thats still growth! Not much, but there it is. About all I can take out of these general forecasts from Yardeni, Biggs, Roach etc. is the overall valuation of S&P and whether they think "the bottom is in". I guess Yardeni thinks July was the bottom and we are going to bounce around the lows for a while, thats fine. NO tax on dividends, I like that! L