SI
SI
discoversearch

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 : Zeev's Turnips - No Politics
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Crimson Ghost who wrote (21320)1/12/2002 10:15:30 AM
From: Zeev Hed  Read Replies (3) of 99280
 
George, what is exactly Ford doing? They are slashing worldwide capacity by 1 MM car/year. What is the average yearly car demand per year worldwide, my guess 50 MM, what is the current car production capacity? about 80 MM. What was last year's chip shipment? About $150 B, what is the chip industry capacity? I would guess currently about $230/50 B. The same goes for agricultural and basic commodities, worldwide overcapacity (I have been singing this song since that post to you in April of 2000), inflation is not a danger until capacity readjustment or major increase in demand occurs. Neither seems to be on the map. That excess money, will partially go to "Money heaven" (by the process of major market corrections) and what is left may cause inflation in paper assets, not in product assets.

Zeev
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News