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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Maurice Winn who wrote (6590)5/21/2006 11:21:52 AM
From: carranza2  Read Replies (2) | Respond to of 217901
 
PS: AWOL in Escondido, California

Hi, Mq.

Do you know that you created a very good pun?

Escondido means "hidden" in Spanish.

Hiding in Escondido, are ya?

Or is it "escondido en Escondido?"

Aren't words wonderful?

If you like CA real estate, Su probably has a few San Diego condominiums on fire sale.



To: Maurice Winn who wrote (6590)5/21/2006 1:31:47 PM
From: elmatador  Respond to of 217901
 
MQ, the future is the past. Or back to the future. We have tech already on stock to last for the next 15 years. We over developed during the bubble. Now we've got tech and don;t know what to do with it.

Alcatel bought Lucent because it doesn't make sense to have two companies competing for a dwindling pool of customers. Consolidation of buyers; vendors have to consolidate too! Lucent, Philips, Alcatel and Siemens got rid of their mobile factories. Ericsson made a joint venture with Sony.
See, the field is being deserted!

Now we have a deficit of houses, India, China, Indonesia, the whole Africa, the whole LATAM. Copper, Cement, wood, PCV, aluminum. Tiles, bricks, roofs.

Those billions of people need a roof above their heads. They need buses to tranport. Then imagine the whole infrastructure that is necessary to provide those materials. Things for the next 50 years. And did not to mention the energy to power all that!

That tiny thing that happened post war is nothing compared with what we are going to do in the next 50 years!!!



To: Maurice Winn who wrote (6590)5/21/2006 1:40:17 PM
From: elmatador  Respond to of 217901
 
Old economy keeps the wheels running. A hot time in the old economy. Old Economy Counterattack. Old Economy Is New Again

news.google.com

Indeed, among the top ten best-performing stocks in the Dow over the last 12 months are such major industrial players as Caterpillar (nyse: CAT - news - people ), the best performer of the group with a 73% gain; Boeing (nyse: BA - news - people ); Alcoa (nyse: AA - news - people ); United Technologies (nyse: UTX - news - people ); and Honeywell (nyse: HON - news - people ).

In the bottom of the pack over the last 12 months are such "new economy" stocks as Intel (nasdaq: INTC - news - people ), along with growth areas such as health care--Johnson & Johnson (nyse: JNJ - news - people ) and Pfizer (nyse: PFE - news - people )--and Walt Disney Co. (nyse: DIS - news - people ) in the entertainment/media arena.

...

The $64,000 question, of course, is this: Will the strength in industrials continue? I think the answer to that is "yes," at least for the next 12 months. I am becoming a bit concerned with overvaluations in certain areas of the industrial sector. Still, I don't see global economic growth getting choked off in the near future. And with the world awash in liquidity, there is plenty of cash to continue to drive growth.

ELMAT: Thanks for the US to print USD!!!

forbes.com