SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: kash johal who wrote (112967)5/26/2000 2:23:00 PM
From: kapkan4u  Read Replies (2) of 1572194
 
<We are in an irrational period.>

The pendulum has just started to move from absurd valuations to bargain basement ones. I don't expect the pendulum to go from absurd to silly and back to absurd. The cycle has to run its full course, which would mean CISCO at around $100B in market cap.

Another big negative is Japan. The government bureaucrats have been wasting trillions on public works projects instead of cutting taxes. The deficit to GDP ratio is enormous and their structurally inefficient economy is stalling again. They will probably trigger Asian crisis #2, which coupled with high interest rates in US, will be very severe.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News