A.I.M Users Group Bulletin Board Message Board

STOCKTALK

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.

Strategies & Market Trends : A.I.M Users Group Bulletin Board

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: OldAIMGuy who started this subject	2/2/2001 4:09:17 PM
From: OldAIMGuy	Read Replies (2) of 18928

Hi Everyone, One would think by looking at today's stock action that all the recent job cuts had already happened. It's as though all those desks, work stations and assembly lines were already cleaned out and idled. I don't like to hear about all these job displacements or the potential consequences either. It would appear that the stock markets are all to willing to swing the pendulum too far again. Here in WI we've had a chronic labor shortage for most of the last decade. Most of what I've heard locally had been discussion of less overtime. At lunch today a friend was telling me that his plant is seeing lay-offs for the first time in a very long time. In their case, it's not a matter of overall business slow-down, but of one major customer canceling the last part of their order. Their lay-offs are being viewed as temporary as the Sales and Engineering depts were turning business away up until this latest event. I look at the car dealers' inventory and I get butterflies. I've never seen so many SUVs and trucks. There's definitely a slow-down. But lay-offs are happening in "new economy" companies as well as the "old." The numbers are staggering. The management bandwagon had hitched itself to what they believe will be their best opportunity to save profits heading into a recession. Are we now to the point of inventory control where all that is left is our Human inventory? Is everyone just a "Temp" anymore? Again, I'm guessing that the market will over-react as it always seems to. As an AIM user, I'm in the middle of what I would call the Cash Recovery part of our cycle. It's not when I usually choose to start to spend money buying back inventory. Well, I've still not eased off on my Buy Resistance figures yet. Since I've been selling recently, that means the current prices would have to fall quite a distance to start interesting AIM in inventory build-up. It's going to take some time for the analysts to calculate what all these lay-offs are going to cost, save, improve and handicap the companies that are "announcing" right now. Several quarters will go by before we see the actual results. How many times between now and then will the pendulum reverse directions? How many times will AIM users get to "recycle" their dollars and shares in such an environment? In other words, I think it's going to continue to be a very interesting market for AIM users. Best regards, Tom

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next