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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls
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To: hhieslmair who wrote (68)8/7/2000 12:18:49 PM
From: Math Junkie  Read Replies (1) of 195
 
Thanks for a very impressive analysis.

You mentioned that, "The next chip glut will occur only when the global economy sinks, not by over capacity."

That seems to be the biggest risk visible at the present time: whether the Federal Reserve will be successful at engineering a "soft landing" for the U.S. economy, or whether they will overshoot and create a recession. The odds historically are about 50/50.
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