Dorsey Wright & Associates. Point and Figure Message Board

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Non-Tech : Dorsey Wright & Associates. Point and Figure

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To: John Pitera who wrote (196)	9/9/1999 11:31:00 AM
From: Jorj X Mckie	of 9427

John, I commented on hoarding in July. #reply-10351280 I am in agreement with Fleckenstein on one side of the story and think that the semis are going to get kicked in the groin in Q4. The other half of the story that Fleck doesn't look at is that, though we will have a general tech slowdown in Q4 due to Y2K lockdowns, this will cause pent up demand going into the new year. Unless there is a meltdown on the entire infrastructure on January 1, this pent up demand will be unleashed on the business world. In addition, the internet revolution, and it is a revolution, is still in the very nacent stages. 99.9999999% of the businesses out there have not learned how to use the internet, extranets and intranets to optimize their business models. This is about more than just the dotcoms. IMO the dotcoms are a blip on the screen of the true relevance of the "internet". You know that I am bearish on the market right now and through the end of the year, but there is no question that I will be buying like a madman in December. Tom Grub 200!!!

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