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To: Earlie who wrote (206891)11/26/2002 3:31:26 PM
From: XBrit  Respond to of 436258
 
Well, not "no" foundation for the run-up. There is definitely a business improvement for the companies in the cellphone components supply chain, because of the imminent replacement of all models with new color-screen versions.

Of course, this new inventory build-out is going to be a loss-maker for almost all the cellphone makers because the market is saturated... the new phones will flood the market, cannibalize sales of older models, and have zero pricing power leverage. But short-term, the arms race is causing a blip of better business at their component suppliers, funded by the upcoming losses at the phone makers.



To: Earlie who wrote (206891)11/26/2002 3:50:22 PM
From: ild  Read Replies (1) | Respond to of 436258
 
The last advance was pure short squeeze. The most important single thing (after fundamentals of course) is that people have stopped sending money to mutual funds. They just keep buying RE. RE is not like stocks, it NEVER goes down. -G-


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