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To: orkrious who wrote (290291)7/5/2004 9:46:20 AM
From: Knighty Tin  Respond to of 436258
 
Barron's also had a good piece on the Nanosys scam IPO. And Commodities had an interesting piece on wheat. It seems the US crop sucks, but prices are low because the world crop is huge. Sure glad I own corn, instead.



To: orkrious who wrote (290291)7/5/2004 6:04:15 PM
From: ild  Respond to of 436258
 
Too me Hickey's endorsement is not a plus. As a subscriber I'd prefer if Hickey better concentrated on high tech companies. He completely missed last year's dramatic increase in high tech revenues. My guess what he missed is that Asia and other development countries have replaced US and Europe as major demand centers, so companies had successfully sold what he labeled as excessive inventories.