Re: [CANSLIM] Identifying NEW leaders

From: Chazmoore@aol.com
Subject: Re: [CANSLIM] Identifying NEW leaders
Date: Tue, 6 Aug 2002 16:14:16 EDT

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Rocky/Fanus: Can I jump in on this subject?
I have no background in the technology field and all of my chips come out of
a plastic bag, but more to the point I think the question is where will new
market leadership come from?
The other day when WON was interviewed by K&K, he suggested it may come from
the consumer group. My first reaction was negative. I can't see Ladies
handbags, blue jeans, and hot dogs leading the market out of this mess.
However, after talking to friends in the manufacturing business, WON may be
right. Most business leaders are in a state of shell shock. They question the
people that work for them, they question the government that regulates them,
and they are afraid of the stockholders who pay them. With this kind of
pressure who will be the first the expand production or build that new plant.
On the other hand consumers really aren't that bad off no matter how much
they complain. Even with 6% unemployment, 94% have jobs, are buying new homes
and new cars and are even taking a vacation this year.
After thinking about it I have to agree that new leaders will come from
consumers. After all they represent 2/3rd of the economy. I don't think this
necessarily means retail merchants will be our leaders, it may be technology
products designed for consumers.
I think we will know before the end of the year. Charley

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<HTML>Rocky/Fanus: Can I jump in on this subject?
 I have no background in the technology field and all of my chips come out of a plastic bag, but more to the point I think the question is where will new market leadership come from?
 The other day when WON was interviewed by K&amp;K, he suggested it may come from the consumer group. My first reaction was negative. I can't see Ladies handbags, blue jeans, and hot dogs leading the market out of this mess. However, after talking to friends in the manufacturing business, WON may be right. Most business leaders are in a state of shell shock. They question the people that work for them, they question the government that regulates them, and they are afraid of the stockholders who pay them. With this kind of pressure who will be the first the expand production or build that new plant. On the other hand consumers really aren't that bad off no matter how much they complain. Even with 6% unemployment, 94% have jobs, are buying new homes and new cars and are even taking a vacation this year.
 After thinking about it I have to agree that new leaders will come from consumers. After all they represent 2/3rd of the economy. I don't think this necessarily means retail merchants will be our leaders, it may be technology products designed for consumers.
 I think we will know before the end of the year. &nbsp;&nbsp;Charley</HTML>

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