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 : Full Disclosure Trading -- Ignore unavailable to you. Want to Upgrade?


To: Sarmad Y. Hermiz who wrote (2433)11/2/2002 9:44:49 AM
From: robert b furman  Read Replies (1) | Respond to of 13403
 
OT,

Perhaps a fluke - but a small note from my corner in East Texas.

Contrary to numbers issued from Ford - our small town GM dealership just concluded its second best new vehicle sales month of the year.

In a last minute flurry our Commercial Speacialty Vehicle Department (work trucks) delivered 20 units in the last week.

This division which had been our engine of growth before 9/11 had been struggling since 9/11.

This may be just a one time pop - but it was the first nice surprise we've seen since 9/11.

If so, perhaps the Q4 will be stronger - the result of the long missed re-emergence of business spending.

The lags of cheap money are very long - its important to keep an awareness that they are out there working their magic.

Just don't want to see anybody get blindsided by economic recovery - as we are deluged by negative spikes and inuendo from our "friends in the news media".

Apparently it has worked on my mind ,as I find my inventory all but diminished to a 45-50 day supply.The result of weak ordering ,as I've been anticipating all of America being glued to the TV - When we all marvel at the accuracy of JDAM's blowing up the palaces of the 100 % popular Saddam Hussein.

I'm beginning to think that once these elections get over, the news media will give this negative B.S. a rest.

I bet they start spinning the news away from this "Terrible Recession" we've endured - when in fact it will go into the history books as the shortest and smallest ever recorded.

Sure gonna Miss Maria not moaning on TV anymore.gg

Bob



To: Sarmad Y. Hermiz who wrote (2433)11/4/2002 1:25:32 PM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 13403
 
wdc sold 1000 @7.49. up 50% since August purchase
lsi sold 100 @ 7.01.
txn sold 100 @ 17.55
nsm sold 100 @ 15.50

The last 3 are all up approx 20% since purchase a couple weeks ago after the Oct 10 low.

I expect all these stocks to go much higher. But decided to raise a little cash in case the shorts start to show their muscle again.