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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Nadine Carroll who wrote (71394)12/6/1999 11:08:00 AM
From: Earlie  Respond to of 132070
 
Hi Nadine:

I don't have a clue on that one, although I suspect that given the lengthy period during which this mania has prevailed, a nasty shock or three will need to be administered before any sobering up will be in evidence. My own belief is that the big inventory hangover, (which will probably create a significant amount of lay-off activity), coupled with a very steep decline in PC/semi sales (which is where a great deal of the market's bets have been placed) is going to have significant effect this Spring.

Best, Earlie



To: Nadine Carroll who wrote (71394)12/6/1999 9:25:00 PM
From: Mike M2  Read Replies (3) | Respond to of 132070
 
Nadine, Bill Fleckenstein's speech at the Fraser Contrary Opinion Forum gives a nice overview of the origins of this bubble. siliconinvestor.com Mike


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