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To: Venkie who wrote (6635)2/23/2000 2:04:00 PM
From: Andy Yamaguchi  Read Replies (3) | Respond to of 24042
 
Fiberoptic conf. two weeks later. There are few very bullish market research reports to be presented in the Conference. Many wall street analysts are going to attend the conference. There could be a runup before/during/after the conf.



To: Venkie who wrote (6635)2/23/2000 7:21:00 PM
From: cfoe  Read Replies (1) | Respond to of 24042
 
Here is what I do not understand after hearing some of Greenspan this morning. In all his talk about increasing demand, strained labor supply and limits on immigration he never mentions, let alone acknowledges that we have a world-wide labor supply at our fingertips (figuratively speaking). It is not the U.S. labor and manufacturing capacity in isolation.

Bill Siedman sees this and says so. Greenspan and his cohorts on the Fed should be capable of seeing this as well. Why is it never mentioned?