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

To: Bull RidaH who wrote (30482)	10/6/1998 6:54:00 PM
From: j g cordes	Read Replies (1) \| Respond to of 94695

David, its an interesting read although there's a lot of "we told you so's" in it. As I haven't read their materials before, is thier work derived from wave studies?

To: Bull RidaH who wrote (30482)	10/6/1998 7:22:00 PM
From: Death Sphincter	Read Replies (1) \| Respond to of 94695

sniff...sniff.?,,,you smell that David?? what IS that smell? i just can't place it right now....must sniff around some more something's burning carl

To: Bull RidaH who wrote (30482)	10/6/1998 8:06:00 PM
From: Brad Bolen	Read Replies (1) \| Respond to of 94695

RE: The AMD news is extremely bearish news for Intel, the NDX,OEX, and SPX. AMD is now the recent market share leader (volume-wise), cannibalizing Intel's once extremely profitable business. The problem... The orange got squeezed, but no juice (earnings) are flowing out of it (although AMD did show a big improvement, but a penny a share shouldn't have too big an impact on the S&P 500 total earnings...Wouldn't you agree? I have been amazed at AMD's ability to hold up. I guess I should have listened to the few people I know who work there. However, I think that the earnings surprises we are seeing, what few there are, will be short lived since most analysts have been slow to downgrade earnings. Perhaps they could downgrade companies earnings so then they will beat estimates, but either way its bad--they downgrade and stocks sell off, or the companies are under est.and they sell off. I just don't see anything to party about here. Is my negative attitude appalling? B>

To: Bull RidaH who wrote (30482)	10/7/1998 12:49:00 AM
From: Ilaine	Respond to of 94695

Hi David, thanks for the link to PEI, as always, very thought-provoking. Still, this part seems awfully wrong-headed: >>>>>The seeds of trouble for the Euro run very deep. Germany right now has postwar record high unemployment with simultaneous record corporate profits. Any NORMAL economic model would suggest that when the economy is at its PEAK, unemployment should be at its LOWEST point.<<<<< It seems self-evident(which is lazy-talk for "I don't want to bother finding facts to support my hypothesis") that greater reliance on advanced technology, and lesser reliance on actual man-power, as a method of production, leads to higher corporate profits, and, incidentally, to higher unemployment. E.g., if the robots are building the cars, why do we need people? The robots don't call in sick, don't go on strike, don't need family leave, and don't need pension plans or health insurance. Not good news for people, maybe, but good for the bottom line. BWDFDIK? CobaltBlue