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.

Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (9482)	11/30/2001 8:03:36 AM
From: Stuart T	Read Replies (1) \| Respond to of 99280

Softechie - One catalyst for an increase in IT spending will be new office computers and servers. Many companies lease their equipment. My company put in all new computers in 1999 and all of them are on 3 year leases. These leases come to an end in 2002. Our IT guys are already planning the new purchases. The preliminary prices we are getting are less than we were paying before so we will be getting new equipment rather than extending the leases. There are probably many companies in the same boat. Will this be enough to to lift the industry? Don't know, but it will help.

To: Softechie who wrote (9482)	11/30/2001 1:50:46 PM
From: mishedlo	Read Replies (1) \| Respond to of 99280

There are plenty of catalysts for a bull market I will start off with: Insanity and greed fueled by absurd pumping of liquidity by Greenspan, coupled with follow the leader mentality of investors, together with lies from Wall street analysts as well as corporations like INTC that people believe cause that is what they want to hear. This has a decent chance of continuing far longer than bears can stay solvent shorting it. M

To: Softechie who wrote (9482)	11/30/2001 2:30:19 PM
From: Psycho-Social	Read Replies (1) \| Respond to of 99280

Catalysts for Bull Market: Despite the complicating political events, we're having a slightly mutated variety of a classic economic cycle. Lower interest rates, high rates of monetary growth and depleted inventories virtually always serve as the catalysts for a new bull market and new economic expansion. I don't claim to fully understand the precise means by which this is accomplished, but it almost always works. Large bankruptcies and rising unemployment always occur late in the recession and early in the recovery. I prefer to plan based on the most likely outcome, rather than assume that this will be one of the rare exceptions.