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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (11833)	12/2/1999 10:30:00 PM
From: mauser96	Respond to of 54805

Stan thanks for the kind words. I'm sure that supply does create it's own demand, at least in tech fields where the increased supply brings rapidly falling prices with it.I'm reminded of home construction firms that eventually always overbuild and this leads to a crash. It could take years for the crash to develop, but when it does it's sharp. A few years later another boom starts.In the long run there will be huge demand , but in the long run we will all be dead too.In the meantime I think the supply demand could get rough at times. but that's probably a year or two away. This company is not unlike a semi conductor maker, and we know how cyclical they can be. My short to medium term worry level is low or I wouldn't have the stock.