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


To: Lizzie Tudor who wrote (15032)11/22/2002 2:18:53 PM
From: fedhead  Read Replies (1) | Respond to of 57684
 
He is been spot on with his calls on the economy the last couple of years. The semi book to bill ratio indicates to
me that there is no evidence of a tech recovery, this rally
notwithstanding.

Anindo



To: Lizzie Tudor who wrote (15032)11/22/2002 2:23:06 PM
From: Oeconomicus  Read Replies (1) | Respond to of 57684
 
Liz, usually it's journalists, many of whom probably didn't know what a bear market was until last year, getting it wrong. But the Chief Economist of Morgan Stanley getting it wrong is just sad. He has lots of company, though.