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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: JRI who wrote (92176)1/29/1999 7:45:00 AM
From: Lee  Respond to of 176387
 
Morning John,..Re:.that we are due for another 6-7 years of high inflows due to baby boomer retirement.

Sheesh, go away to get some chores and errands done and there are nearly 300 posts next morning!

John, you are right about the continuation of the inflows for the next several years. Also, as we've seen, new tech will keep investors happy as long as the economic climate remains conducive to what AG terms efficient re-investment of capital. This type of investment, as you pointed out from Abby's recent speech, allows continued growth and best use and ROI to investors.

Also, the investment population seems to be growing at a faster clip than the supply of stocks. As you also noted, because of share buy-back, mergers, supply doesn't seem to be expanding. A similar event is occurring in the bond market as well. Because of the government's increased tax receipts, we are growing a surplus which means less debt has to be issued; therefore, essentially putting a floor under the bond market (or a ceiling on rates) for the time being.

But the government has to maintain it's fiscal policies, (rather than revert to spending) to keep this going. This also helps the dollar which recently broke out.
decisionpoint.com

The only concern remains the broader market. Looks like for this whole thing to remain healthy, the smaller companies need to participate.

Sorry about the delay in replying.

Lee