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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Box-By-The-Riviera™ who wrote (2373)	3/13/2001 9:40:59 PM
From: NOW	Read Replies (1) \| Respond to of 74559

Yes, i see that: but what of employee compensation, options effects, rising health care costs, oil costs, falling exports, and nothing new on the horizon to trigger a big spending splurge in tech...

To: Box-By-The-Riviera™ who wrote (2373)	3/14/2001 12:07:37 AM
From: tony	Read Replies (2) \| Respond to of 74559

The issue of inventory is being raised all the time, I think it is wrong. Most of the companies have JIT. The point is we are lacking DEMAND. Most of the people have pentiums, newer cars, cellualr. These were the items driving the sale. The consumer is feeling insecured and poor with the rising cost of energy and rent and investments having been decimated. We have overbuilt capacity in telcos, in hard drives, chips. It is becoming far cheaper to produce these goods and have higher quality. So, we do not buy every other year. I think we have a problem. In nutshell there is no demand and saying we have lots of inventory makes no sense. Also, high level of credit card debt does not help. IMHO.