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Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (3217)	11/24/1997 7:32:00 PM
From: Don Westermeyer	Respond to of 27307

William, As I've said before, I have long positions too! I doubt I'd really come out net ahead in such a deal as Japan dumping and interest rates going up. I won't say that is really expected (yet), but it is a risk. That would be bad only short term anyway. After the market absorbed the supply the rate would start heading back down again. As a long in stocks, I'd be much more fearful of inflation (or somewhat improbable deflation) than what Japan does with treasuries. Growth is likely to slow modestly and it certainly looks like inflation is dead for quite a while now. I was sure wage inflation was going to be a problem, but it just hasn't happened yet and is unlikely to in the near future. Actually the industry I work (avionics) in IS really getting hit with limited availability of workers. The projects I'm involved with are looking for literally hundreds of new people and unable to fill mabey 10% of the openings. I hear the same stories from other tech companies as well. It is only a matter of time before the tech sector will see some serious wage inflation and mabey somewhat slowing growth.