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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Moominoid who wrote (61396)	12/10/2002 10:12:31 AM
From: robert b furman	Read Replies (2) \| Respond to of 94695

I think the October bottom was substantial. The high frequency economic staistics are sequentially improving. Many firms have substantially cut back their organizations. They are running lean and mean. I anticipate a surprisingly robust bounce into fair profitability with an average bump in growth. The earth and sky are not falling. The gives us room for good business - not outstanding - but still room for just good business. The difference in margins while exhausting inventory vs normal pricing margins will surprise most. We're seeing it in flash memory (INTC and AMD) other chips will show normal margin pricing and that will be a BIG improvement. JMHO Bob