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Politics : High Tolerance Plasticity

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To: CommanderCricket who wrote (18470)	1/11/2003 12:44:14 PM
From: CommanderCricket	Read Replies (1) of 23153

For you tech investors, here's something to think about. When you hear media spin about a tech comeback keep the following in mind. How can higher revenues and a positive book to bill be negative for tech? When the revenues and profits are booked and stay in Asia. Many North American electronic companies may not participate this time around. Tech companies are still cutting jobs and shutting factories in NA, including Mexico because of high costs relative to China. Be very carefull with any NA company with a signifacant cost structure in NA. Deflation is here and that sucking sound isn't Mexico but China. Ole Ross missed that one.. I don't believe this rally is real. My customers are saying nothing has changed for 2003.

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