Waiting for the big Kahuna 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.

Strategies & Market Trends : Waiting for the big Kahuna

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Moominoid who wrote (61396)	12/10/2002 10:12:31 AM
From: robert b furman	Read Replies (2) of 94695

I think the October bottom was substantial. The high frequency economic staistics are sequentially improving. Many firms have substantially cut back their organizations. They are running lean and mean. I anticipate a surprisingly robust bounce into fair profitability with an average bump in growth. The earth and sky are not falling. The gives us room for good business - not outstanding - but still room for just good business. The difference in margins while exhausting inventory vs normal pricing margins will surprise most. We're seeing it in flash memory (INTC and AMD) other chips will show normal margin pricing and that will be a BIG improvement. JMHO Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next