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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: CommanderCricket who wrote (18195)	12/18/2002 10:17:10 AM
From: stockman_scott	Read Replies (2) \| Respond to of 23153

Private Equity--The Good, The Bad And The Illiquid December 2002 fleetcapital.com

To: CommanderCricket who wrote (18195)	12/18/2002 11:11:17 AM
From: kodiak_bull	Respond to of 23153

Speaking of made up recoveries, rallies, howzabout retail: stockcharts.com With all the things facing consumers today, add in a dollop of dock strike and a calendar-shortened Xmas season, how did these guys rally from 240 to 305?? Oh the games people play now . . . Kb

To: CommanderCricket who wrote (18195)	12/18/2002 2:29:43 PM
From: energyplay	Read Replies (1) \| Respond to of 23153

We are likely to be looking at late 2003 or 2004 for any large tech recovery. Except for software...looks like there will be software buys in 2003 - upgrades, stuff to make previous IT investments work better. Maybe some storage. I thought through the various electronic areas- PCs down, cell phones down, PDAs down. Xbox way down. Consumer electronics weak, except for big screen TVs What's up Wireless networking, WiFi - and even that has slowed. Security software, dedicated firewalls - up a little. Sattelite TV Sattelite radio for cars - but still slow. DVD read/write. PlayStation does okay at the expense of Xbox, GameCube. Excluding PlayStation, All the above together aren't even 3% of the PC market. Electronics is now a mature, cyclical industry - but it's still structured and has the expectations of a growth industry.