Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: William H Huebl who wrote (43774)	10/4/1999 5:51:00 AM
From: Skeet Shipman	Read Replies (1) \| Respond to of 94695

Bill. Some bits and pieces: ARE ANALYSTS ON THE SAME PAGE AS MANAGEMENT? Here are a few phrases out of company reports and SEC filings ?Delayed projects and reduced capital expenditures? ?The fear is that supply will outstrip demand? ?Paying down debt may be a better use of funds? DELAYED seems to be all too common. And of course ?It can't get any better than this? Irregardless of market prices phrases like these indicate to me we have reached the top of the earnings cycle in some industries, and are not recovering as fast as analysts expected in others. I expect we will see a tempering of expectations on growth for next year as analysts and management get on the same page. How it will all play out I do not know. A little realism never hurt, much that is. Oh! There is a Fed meeting! YOUR GUESS IS AS GOOD AS MINE In the sea of opinions on what the Fed will or should do, I trust the Fed will continue to follow its plan and parameters. Greenspan told us they needed to take back the three interest rate cuts. The only question is timing. My record on predicting Fed moves is not too stellar. The indicators seem to be leaning toward a hike now but not strongly. The experts disagree. It's a hard call with y2k and millennium spending guesses. My indicators: long term positive, intermediate negative, short term if functioning negative. Still on HIGH RISK ALERT. I am still concerned about spendable savings and consumer debt in 2000. Skeet