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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Dave Gore who wrote (41083)3/15/2002 12:44:33 PM
From: LTK007  Read Replies (2) of 99280
 
<Now inventory levels are way down and replacement cycles with new technology in place. Your view is VERY VERY short-sighted and ignores common sense and important recent data. You, like many I have seen on SI, are too black and white. Life and the Markets are always shades of gray and you MUST pay attention to the important RECENT data.> i strongly disagree.The growth data for the 3rd and 4th quarter are delusional.And those buying into it will be toast if they are LBTH investors.Max as regards the very very short sighted you sound like a WallStreet hack.
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