To: ynot who wrote (28920 ) 9/20/1999 4:32:00 PM From: Crystal ball Respond to
US versus Japan: The money is going out of the market and into cars, some homes, very very few bonds. We may need the dollar weaker for trading into Japan etc if the World Trade Organization enforces an OPEN MARKET there, but the timing is off, and by the time it is not off, we will not be ready, manufacturing and inventory or distribution and sales channel wise...thats what I meant about Greenspan being out of sync with the rapid change of change itself brought about by the internets, and why he hates them so...meanwhile, NVDC and ABTL and other "DOMESTIC" USA sales distribution channels will do "double whammy" good...great even, especially as Xmas approached because high Yen and other foreign imports will be too expensive, and that mean the USA consumers will consume more MADE IN THE USA goods...the only good thing I see from this FED mess, and it will only last short term, into Q3 and Q4 and then hell may break loose...my context is a littel farther on the horizon than most, but I am cognizant that the future is made of many short term periods. Lets see where we go from here, if employment holds, that is IF THERE IS NO RECESSION AND JOB LAYOFF via Greenspan. In the meantime, lets enjoy those consumers doing their best to consume the wealth effects higher productivity. BNBN and like minded e-commerce Sales points.
