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


To: TobagoJack who wrote (38017)9/9/2003 1:07:16 AM
From: Maurice Winn  Read Replies (1) | Respond to of 74559
 
Jay, those man-made diamonds will be great in Jedi light sabre cyberphone chips. They'd look sporty on the outside too. The price of diamonds in the bazaar will look bizarre to the De Beers who will be crying in De Stella Artois Beers in Anterpen.

Heck, I'd be tempted to get a gold encased CDMA2000 cyberphone with diamond crust.

Apparently diamonds in the right form would be good for chips. But the price and production has been a problem. The new gas deposition technology apparently brings the price right down to industrial prices. The gem merchants are sweating - trying to assert that 'real' diamonds are the only ones to buy.

Mqurice



To: TobagoJack who wrote (38017)9/9/2003 7:24:25 AM
From: que seria  Respond to of 74559
 
Yes! I've been concerned on both counts, and it kept me
out of the early stage runs in some diamond stocks. I changed my mind a while back about at least the speculative worth of diamond stocks because:

1. Man-made stones don't appear to be making inroads on demand for the "real thing"--i.e., the naturally formed rocks. In fact, unless what I read is flat wrong, supply has diminished and prices have risen as the economy has floundered. I don't see why the natural stones should be preferred, but it's all sentiment and consumers call it. It seems the non-paying end users smile upon what is natural and expensive, and frown upon expressions of love based just upon carbon formation and appearance. I'm going with end user sentiment here even though if I were some bejeweled rapper, I'd never pay the earth mantle premium.

2. Spent-out consumers definitely worry me--more than man-made stones. I'll be exiting after I see signs that the consumer pulls back much on spending. But there's the offsetting role of diamonds being perceived as stores of value that will hold up or rise in inflationary times. I'm not confident how long it will be before we see currency inflation of a level that affects the CPI or other price indices in ways even gov't stats can't obscure.



To: TobagoJack who wrote (38017)9/9/2003 8:06:26 AM
From: Si_Detective  Read Replies (1) | Respond to of 74559
 
Hey Jay, I think your SARS selling in Asia market is coming ...