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

To: Ramsey Su who wrote (8151)	9/4/2001 11:41:48 AM
From: elmatador	Read Replies (2) \| Respond to of 74559

Jeesus! It appears that Momma Dow is trying to cross to the neighbour's house by walking on a high tension line! I can't look. EC<:-} Message 16295625 Message #20418 from E. Charters at Sep 4, 2001 11:30 AM

To: Ramsey Su who wrote (8151)	9/4/2001 7:30:00 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hi Ramsey, welcome to the thread. Yes, Greenspan climbed the roof, and he saw Compaq and Hewlett doing the naughties there. CPQ + HWP = 1 + 1 = 1.5. (a) market cap of both companies went down (b) bond issued by both companies has less equity backing (c) 15-20k employees will be booted out without hesitation (d) more employees to be booted out after due consideration (e) still more, after deciding "WTH" (f) followed by other mergers driven by the same bankers and leaders, all looking for a cut of the flesh (g) outsourcing manufacturing of less boxes (h) PC industry becomes more efficient, but all becomes 'poorer' (i) California and Houston real estate will take a hit (j) The upside? They may introduce a Compaq brand of the laser printer, using the same printer engine that HWP uses, made by Canon (k) Dell may rifle a bunch of confused CPQ/HWP customers, and do a virtual deal with Legend for contract manufacturing, as a response to increased competitiveness of CPQ/HWP, and thus strengthen the USD due to increased cross-border trade (l) Consumers can buy still more computers with less of a home equity loan (m) Best of all, Greenspankie's productivity increase is intact due to hedonism and irrational corporate strategy Chugs, Jay

To: Ramsey Su who wrote (8151)	9/4/2001 8:00:47 PM
From: TobagoJack	Respond to of 74559

Hi Ramsey, The HK government is beginning to fidget on our deflation problem, and the franchise voters are getting demanding. Traditional answer? Intervention time!!! biz.scmp.com I am waiting for the Wall Street Journal to fire up the editorial of criticism against HK Gov intervention, and on the next page, I expect to see praise for Greenspankie. Chugs, Jay QUOTE Wednesday, September 5, 2001 ECONOMY Dr Doom predicts limited impact in flat-sale freeze SANDY LI The Government's attempt to support property prices by freezing Home Ownership Scheme flat sales for 10 months will have a short-lived impact, according to Marc "Dr Doom" Faber. He said people should sell their homes in Hong Kong and buy in Shanghai and Beijing. Mr Faber, speaking at the Economist Corporate Network seminar, expected property prices in Shanghai to rise five to 10 times by 2011. He attributed Hong Kong's lost competitiveness to its "high-cost economy" driven by expensive rental and property prices. "We should lower the cost of production and services through lowering housing prices and rentals," Mr Faber said. He said the last governor, Chris Patten, and former financial secretary, Donald Tsang Yam-kuen, should be blamed for allowing the inflation of property prices seen between 1992 and 1997. Commenting on China's impact on the global economy, he believed the market remained difficult for foreigners despite low labour costs. However, Mr Faber believed Hong Kong might have a better chance of making money in China than either the United States or Europe. UNQUOTE