SI
SI
discoversearch

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.
Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: WTSherman who wrote (24923)5/24/2000 11:11:00 AM
From: pass pass  Respond to of 25960
 
This on-going bear market is totally caused by the Fed. Costco just warned this morning, if HD follows then we know people have slowed spending. Hopefully Fed has fear too and take it easy in June's meeting.



To: WTSherman who wrote (24923)5/24/2000 11:35:00 AM
From: Zeev Hed  Read Replies (1) | Respond to of 25960
 
I do not see a recession, just more rational valuations. That is a process that will take some time, but I think it will come. There might be segment slowing down from the current furious pace, like the semi-equip (I have been harping on that for the last two months or so), since as I said in a prior post, the rate of $40 Billion cap ex on $180 Billion sales is not sustainable by the chip industry, IMHO.

Zeev


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News