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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Les H who wrote (15215)	5/27/1999 11:36:00 PM
From: bobby beara	Respond to of 99985

Les, i just looked at the n225 and the hsi, they look like wave 4 flags also, i think we get some post holiday hangsengover -g-

To: Les H who wrote (15215)	5/27/1999 11:43:00 PM
From: j g cordes	Read Replies (1) \| Respond to of 99985

Les, since computer prices follow a 'law' of continuously lower prices for more processing power, what does it mean in real life trading terms to say that "The excess production will be kept going by the Asian Tigers"? Do you mean that stocks are expensive or cheap, that one should buy Micron or sell Motorola? Your "excess" production statement would imply they're stockpiling chips somewhere or that downward pressures in pricing are ruining markets or stock price potential in some way. The computer industry depends on the excess you speak of in order to move ahead. Without it things would stagnate. Its the lower price of todays model, compared to the model two years ago or even six months ago, that creates the driving demand of performance obsolesense. If capacity both in function, performance, and production didn't leapfrog ahead the computer industry would turn into predictable mush with very little product turnover. Its the excess itself that reinvents demand and keeps the industry on a high growth curve. A slightly different view.. Jim