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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (107831)	6/9/2001 8:09:38 AM
From: maceng2	Respond to of 436258

Earlie, I understand. I always find it funny when passengers get impatient when a flight is delayed for technical or weather type problems...As far as I'm concerned the airline can take as long as it wishes to get things exactly right.. and double check everything...screw the schedule -g- pearly.

To: Earlie who wrote (107831)	6/9/2001 12:15:42 PM
From: ild	Read Replies (1) \| Respond to of 436258

Abelson reports: "For that matter, it was rather weird the way bulls seized on such limp straws as Intel's assurance it would have as crummy a quarter as it had predicted it would and that things aren't likely to get any worse unless they do as a harbinger of better times acomin' for tech. All it took to dispel the gust of euphoria was a touch of reality in the form of Juniper Networks' downbeat projections. As Ed Hyman points out, the nosedive in tech has been darn near unbelievable: DRAM prices have fallen 45% in the past eight weeks; semi orders in the past six months plunged an astounding 74%, while chip equipment orders are running 50% below last year's levels. The business is not going to zero (call us recklessly optimistic), so obviously at some point it will bottom out. Just as obviously, that point hasn't yet been reached. And even when tech does hit bottom, it's by no means clear how rapid and muscular the recovery will prove. But a number of things, anemic profits and a steep decline in capital investment not least among them, suggest that a return to the wonderful, mad years of the late 'Nineties simply isn't in the cards. Not that we blame investors for dreaming."

To: Earlie who wrote (107831)	6/9/2001 6:35:18 PM
From: ild	Read Replies (1) \| Respond to of 436258

From Fleck to Earlie: <<<From Chips To Ships Away from tech and into transportation news, this morning Dennis Gartman pointed out that the Baltic Freight Index has really started to tank. For those of you who don't know, the Baltic Freight Index tracks shipping rates around the world. If economic activity is strong, shipping rates tend to go up, all things being equal. This week, a chart of activity within the index shows a decidedly weakening trend. I think it is a very good barometer, and I wanted to pass it along.>>>