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Strategies & Market Trends : NetCurrents NTCS -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (6765)4/2/2001 10:09:25 PM
From: bobby beara  Read Replies (1) | Respond to of 8925
 
bobby, this inventory correction may be more than a cyclical one, the dopes keep building walmarts and costco's next to each other in my neighborhood, also they keep building home depots, lowe's, staples, office max, office depot, way to close to each other,

i believe we have hit a secular top in overcapacity in many industries, not just tech, and everybody is hoping for and waiting for godot.



To: robert b furman who wrote (6765)4/2/2001 10:55:35 PM
From: TWICK  Read Replies (1) | Respond to of 8925
 
This is an inventory correction,magnified by greedy management at end of year bonus time

What are you smoking ??? Why don't you listen to some of these conference calls. Management is not greedy. They're scared sh*tless right now. No one writing checks. Total indecision about what to do next and what the future will hold. Yea, there is an inventory problem, but it's not greed.

Twick


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