Stock Attack II - A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack II - A Complete Analysis

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To: donald sew who wrote (13419)	8/1/2001 1:57:29 PM
From: yard_man	Read Replies (1) of 52237

whaddya got agin Ralphie? <vbg> I keep thinking about AJC's supertanker analogy ... such a rapid drop in revenues for many tech firms ... rapid layoffs ... rapid profit erosion ... Yeah, a rapid turnaround ... that makes sense ... Everyone knew the NDX / COMPX were bubbles back in early 2000. So a precipitous drop there was no surprise, but the drop in business for these firms ... What happened to JIT? Is this thing really driven by inventories? If not what precipitated such a rapid change in the supertanker -- all the while the consumer is continuing to spend, spend, spend ... or so they say. Did a couple of short-term interest rate increases cause this? If not, will interest-rate decreases change the mindset of those who manage real businesses? I say, throw that whale on the ash heap! She doesn't even know the right questions -- how can she have any useful answers? Back to your regularly scheduled T & A ...

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