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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread
VTI 334.92+1.5%Nov 10 4:00 PM EST
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To: Justa Werkenstiff who wrote (128)7/8/2000 12:09:45 PM
From: TREND1  Read Replies (2) of 10065
 
Justa
Hope you don't think this is spam ?
I have the full nine pages of the SSB Report which was talked about this week. The charts are very good. SSB indicates that the high techs (Nasdaq) must be near the
top due to the over building (60% increase in spending for
year 2000 vs year 1999.

Posted on new Hal yahoo club
Starting discussion of SSB Report.

There are 5 basic parts. This is about the First part only. It is the most important part. I have put a copy of the chart on my web site
Here are the main points below:

(1)Peak years in capital spending closely correlate with peak years in semiconductor growth.
(2) Semiconductor cycles are defined by excess capacity rather than by a fall-off in demand.
(3)Peak years in capital spending have correlated closely with 1984 (64% growth of capital spending), 1988 (53%), 1995 (71%), and a short peak in 1997 (32%).
(4) Year 2000 started with a forecast of 35% capital spending growth, which was revised upward to the point that we are now anticipating 60% capital spending growth.
(5) Current forecast is 35% capex(capital expenditures) growth for next year.
(6) Therefore this year is the peak.

clubs.yahoo.com

Larry Dudash
PS: This will be the only posting about this and I will not
answer any question here in order to keep this thread free for Bob Brinker. Wonder if Bob Brinker will mention this report because it supports his market topping ideas too.
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