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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era -- Ignore unavailable to you. Want to Upgrade?


To: Bob Rudd who wrote (761)9/11/1998 12:44:00 AM
From: Berney  Respond to of 1722
 
Bob, Thanks for joining the conversation.

The world has to be laughing. Justice is attacking MSFT and FTC is attacking INTC.

Berney



To: Bob Rudd who wrote (761)9/11/1998 8:11:00 PM
From: Freedom Fighter  Read Replies (1) | Respond to of 1722
 
>>Sorry to ramble and rant, but the idea that deflation is death has
become so pervasive that I thought a bit of contrary perspective was in
order.<<

I agree with you in the case you present. I think the current concern has to do with significant overcapacity in Asia and other weakening economies. This type of deflation comes from too many goods and workers instead of productivity gains. If there are way too many goods and workers, profits can disappear.