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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Kirk © who wrote (9235)10/12/1999 7:46:00 PM
From: Justa Werkenstiff   of 15132
 
Kirk: Re: " I still think we will see more capacity added as companies see earnings slammed due to part shortages and they decide second sourcing at least geographically makes sense."

Good point.

Capacity purchases are a given but the timing will be an issue due to the earthquake and perhaps Greenspan. Will Greenspan's efforts to slow economic growth affect capacity purchases at some point? I suspect some will start to ask this question in the coming months if the Green Man continues to ratchet up rates in the face of a white hot economy.
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