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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?


To: Bill Ounce who wrote (4363)6/11/1998 12:10:00 AM
From: Stitch  Read Replies (1) | Respond to of 9980
 
Bill,
<<re: rising inventories (what did Greenspan say?) 3) idle production -- this is what happens when the economy slows down. Lots of companies simultaneously doing this results in recession.>>

I agree and I think that is exactly what Greenspan was saying when he warned of "unstainable inventory build up" and "abrupt slowing".

The real signal will be layoffs. Mototrola, Western-Digital, Seagate come to mind? I am sure there are others.

Best,
Stitch