Asia Forum 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 : Asia Forum

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Lee who wrote (7446)	11/9/1998 7:27:00 PM
From: Stitch	Read Replies (1) of 9980

Lee, <<What are your thoughts on this recent run-up? >> Many of you know that I follow the Disk Drive sector closely. If there is a correlation then I would be cautiously optimistic near term. I think recent events and policies have bought time but I do not see long term solutions to two big blaring problems: Overcapacity and fundamentally BK'd banks. Those problems will sit there until we have no choice but to pay the piper. How long? I have a suspicion that Y2K is going to serve as the caller at the square dance. Industries and individuals will race around creating a technology feast for a good part of 1999. It is entirely possible that semi conductor and associated spending will continue to grow right through this holiday season. But it may be a "head fake" albeit a big pregnant one. These thoughts are born of wildly free thinking with no regard for charts, IMF, or Paul Krugman. Best, Stitch

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next