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 : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (310)	2/16/2001 11:32:56 AM
From: JRI	Read Replies (1) \| Respond to of 52237

Paul (100 BP)...yeah, that's what was throwing me for a loop before today...but I'm wondering if it may, somewhat, be just pushing on a string: Inventory problems in tech have little to do, I believe, with the level of interest rates right now...Csco could borrow at 0%, and they probably wouldn't build more capacity now/buy more inventory, because they don't need it....what is needed is a period of many months in which inventory is worked off, and they don't buy anything.. 2nd scenario: Perhaps the rate cuts DO kick in as expected this summer, but the perception remains (until then)...or get worse concerning 4th quarter profits....so, the market tanks, but then comes back this summer (when its clear that profits will be coming back sooner, rather than later).. Also, remember, we've got hundreds of articles to go thru (March-May) about HOW BAD things are going to be in Calif. this summer...and they very well might....that's gonna hurt sentiment, I think.. Summer is starting to sound like a reasonable place for a resumption of up times....lots of things coming together then, IMO