High Tolerance Plasticity 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.

Politics : High Tolerance Plasticity

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: The Ox who wrote (1572)	3/14/2001 9:54:50 AM
From: ItsAllCyclical	Read Replies (1) of 23153

Micheal - global slowdown comments Hell, I can make any statement I want. I may not be right. Imo, most of the techs have talked about there being no visibility in the US markets. When the talking heads on CNBC are pressed to say whether or not this will spill over into the world economy I have yet to more than a handfull even acknowledge this possibility. Further very few CEO's have said they are warning due to a world slowdown. We've had a few companies say they see potential signs of the beginning of one, but not necessarily that it's happening yet. Maybe it's already priced in, but I've made the case that the semi's are not cheap. Got ahead and buy tech if you want and hold it, but I think there could be quite a bit more downside left. I think short term we are oversold and we could have a tradeable rally, but that's not that same thing as saying that techs have priced in all potential bad news. Looks like the techs don't care. Hell maybe I'm wrong in the short term, but I think I'll be proven right eventually.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next