Rick Whittington
Rick Whittington
certainty continued direction expansion facts growth likelihood point though today vigorous virtual whether
Whether top-down or bottoms-up, the facts today point but in one direction: that of sustained, significantly above-trend growth at least through the end of 2000, with virtual certainty of vigorous growth through 2001 and even the likelihood for continued expansion though 2002 as well,
encouraged encouragement increase intel investors since
Investors should be encouraged since Intel can now increase production.
cookbook cycle deciding recipes
no cookbook recipes for deciding where the cycle stands.
declining demand early prices start stocks talk
I think the stocks are going to go up from here, ... I think it's too early to start talk of contraction, prices declining and demand faltering.
barn correction exuberance good half irrational lengthy second sentiment
The second half should be a barn burner, ... We've had a good lengthy correction and sentiment has been problematic. There's no irrational exuberance in these stocks.