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 : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (122229)3/30/2001 9:28:19 PM
From: 16yearcycle  Read Replies (1) | Respond to of 164684
 
Would you tell us about WDC in detail, assuming you still think it is reasonably priced?

Thanks, Sarmad. I think it is a sound pick. Although I really feel that the market will do reasonably well from here on, I am REALLY concerned about telecom spending going into a multi year bear market....as a result of crushing debt. Yeah, I know I should have realized this about a year ago. I thought they could grow there way out, but it isn't in the feds cards and consumer demand isn't going to cut it either. The point is that tech may do well, while telco acts likes banks did in the early 90's.



To: Sarmad Y. Hermiz who wrote (122229)3/31/2001 12:19:26 AM
From: GST  Read Replies (1) | Respond to of 164684
 
Sarmad -- yes, there are delusions. My focus is on the current account deficit by the way. We don't save. We are going to be forced to save. There are implications for stock prices in this statement -- but it seems nobody on the thread has picked them up.


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