Sharck Soup Message Board

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Strategies & Market Trends : Sharck Soup

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To: DebtBomb who wrote (17712)	4/21/2001 11:13:06 PM
From: AD	Read Replies (2) of 37746

Right Dale, and with PC growth slowed let's see who decides to exit the business altogether. I hear suggestions that HP or IBM could be the first. What gets me is all this positive talk that as inventory overhang shrinks across tech land, the economics will improve. Really? Well then, where is demand going to come from? I don't know about you, but I'm all bought out for the foreseeable future. I have no interest in ugrading squat. I appears similar in the server, storage and fiber businesses. Inventory reduction will help, but without the demand of recent years, companies will have a hard time keeping up with debt and capacity overhang that built up in expectation of a never ending demand curve. Let's see how far stocks can go when companies realize the go go 99's are gone. Meanwhile, let's hope they run this thing up pretty good in the next couple of months;-) Regards AD

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