Jess, A Hoosier. I wish you well. I almost went into college teaching myself. In fact, that was my original intention when I enrolled in graduate school. But I have always been known to allow money to change my mind. <G>
I read Carl Johnson and the rest of the guys in Infrastructure religiously. I disagree that the bottom has been reached as there has yet to be any sign of a turnaround that cannot be explained by seasonal factors. Also, I firmly believe that Y2K is going to destroy business buying of pcs. Many disagree with that, but they are not ordering pcs for businesses. <G>
Yes, the market is being manipulated. There is this fella called Alan Greenspan who believes that the Fed should not interfere in markets at the top, but should jump in if they head down. <G> Sadly, his machinations are going to lead us to a lot of problems next year and, perhaps, for the next several years.
I have found a total prejudice in reporting on semis, but that has been so for a decade or more. Intel, due to the overbuild of pcs, is having one good quarter in a row. The stock has reached new highs. However, nary a story I have read about their miraculous turnaround mentions the fact that they are enjoying down eps this year while the stock is at new highs. It just doesn't cross reporters' wee minds and the company certainly never mentions the fact.
Good Luck,
MB |
