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Pastimes : The Naked Truth - Big Kahuna a Myth
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To: Cynic 2005 who wrote (75410)11/15/1999 11:39:00 AM
From: Earlie  Read Replies (2) of 86076
 
Mohan:

Wait until after Christmas when:

- the PC inventories hit a new record (third year in a row of "Christmas overbuild").

- Corporate buying, which has been in vertical descent all year, REALLY cuts off.

- Semi sales crater due to marginal PC manufacturing demand.

- Semi sales REALLY implode due to H21999 stockpiling (which I haven't seen in years).

Timing this one is going to be tricky, but unless the sheep have completely divorced earnings and growth from stock price (which in fact may be the case), the semi indexes should get crushed.

Given the madness in evidence, the bets suggested at this end will be smallish. (g)

Best, Earlie
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