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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (28833)	2/17/2003 11:26:39 PM
From: elmatador	Respond to of 74559

Not exactly. It applies only to this specific case/scenario.

To: TobagoJack who wrote (28833)	2/18/2003 12:01:51 AM
From: elmatador	Read Replies (1) \| Respond to of 74559

The collapse already occurred. Now moving sideways. How can the R seen? Since for me war isn't going to happen what do we see when this sideways move plays out? All this is put there and need to be solved before R (yes, the difficult parts are the last to be digested) a) Unfunded pensions b) Skeletons in the wardrobe to be brought out c) Good will to written off d) Relief of debt burden Has been solved, purged or excreted (yes the easier parts has been digested) a) Messianic CEO's are out b) The new start up to be IPOed is years away form today c) New Economy is dead and buried d) Silicon Valley as icon and the belief on almighty tech to let you retire at 28. My bet for the R is the conglomerate firms. Like GE, Siemens, Hitachi, Mitsubishi or ABB. But a caveat: Those guys that lost focus on their business and concentrated on the financial side of it.