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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (4034)	12/20/1997 5:14:00 PM
From: Ian@SI	Respond to of 10921

DAK, 1. Most of the US GDP is internal.> Has this stopped recessions in the past? It causes me to have less concern about turmoil in SEA than I would have if most of the GDP was based upon trade with that region. 5. Productivity from innovative use of technology continues to exceed both trend and expectations.> Hasnt this always been the case? No, I believe that below trend and below expectation productivity occurred from the 70s until approximately 1990. Schumpeter described this phenomenon. It has taken a couple decades in previous revolutionary changes for the new technology to be applied effectively. I believe that the "golden age" of computing and communications is only now starting. ... in the grander scheme of things. But that's not new to most on this thread. Ian.