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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (129775)	3/10/2001 10:50:32 PM
From: semi2000	Respond to of 186894

Tony, Re job loss: I tend to agree with you tha GS and his team and data is giving very different spin than average tech company like CSCO, INTC, SUNW, EMC, ORCL, AMAT, TER, ASML, DELL, CPQ, HD, WMT, VTSS, PMCS, AMCC, TQNT, TXCC, and many more to come. In light of this difference I would like to point out few things I am confused about: 1) Between last recession and current what is the difference in households who were invested in stock market? (all that E-trade, Datek, Schwab ads are not waste I think) 2) Level of Japan now vs last US recession 3) % of US GDP linked to (thanks to GS for constant productivity reminder) high tech 4) % of US households who are PC connected now vs last recession (somehow information of recession such as jobs etc and its impact reaches if you get on the net - thus impact of that on consumer sentiment) 5) How about irrational ex. in housing market? Does GS ever talk about it. Personally, my 10% cash 2 months ago is now 30% of portfolio so I can buy all those high flyers and wait and see. But do we really need to hold breath under water so long till our lungs collapse? May be so. I definitely think GS is playing a game with minds of politicians and financial community. Feds WONT save the nasdaq - consumers will. I think thats the truth and I am getting ready for that. Next bomb - companies like GE, BA, banks, brokers, airlines, start warning and cutting into NYSE, DJ average if not already.