We like the way they are continuing to build out what they offer for the Internet, |
We were surprised because it was a little light on the top line. |
We're looking at a 9 percent correction. But at the end of the day, there's not enough pressure yet to cause a recession, so corporate earnings will continue to come through. |
What is happening is a little like what happened in the 1920s, the period where demand growth was quite strong but supply growth was even faster. You had new technology then, it was electric power. Now its computing power. |
When you research companies, they now have a statement on Y2K compliance, which they are required to give you, |
World economies are starting to grow a little better. But I think it's really a key that the American industry is still competitive with the dollar significantly higher than it was last year and [as] exports continue to go overseas. |
You have a dip here. |
You've got a lot of layoffs, but yet 132 million people are earning legitimate wages, |