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: Haim R. Branisteanu who wrote (38196)	7/21/2002 3:20:48 PM
From: Lizzie Tudor	Read Replies (1) of 52237

Thanks for your post, Haim. I reposted it on another thread, hope you don't mind. Since I work in manufacturing automation, I believe many of these points in your post to be true (the inventory turn related stuff, not the employment numbers no real opinion there). But anyway I don't want to drink my own kool aid so I try to gauge conventional wisdom on the matter. One analogy I am looking for (but never found) is Japan in the 80s vs USA in the 90s manufacturing productivity. Many of Japan's successes in the 80s came from their adherance to (then) sophisticated manufacturing techniques, in the 90s the US leapfrogged Japan by employing these same concepts in technology. Japan never quite "got" software and missed the boat, I've felt this was at the core of their inability to recover. Lizzie

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