osawh.com
Nasdaq
and top Global upstream/downstream Infotech 100 Sales,
Proftis Margin , Stock Prices Forecasts and Early Warning
, Investment strategy
Monetary Policy
Impact on
Global High-tech strategic OSA
two master hands beat daily global info tech 100 market prices forecasts
A. Information Technology/Internet applications
Knowledge Management based Internet e-commerce, e-business strategy and Digital Economy:
Internet infrastructure communication hardware, software supporting internet
Knowledge management? in e-commerce, e-business in direct sales, integrated supply chain
applications
Information Knowledge Management for IT upstream/downstream hardwares (IC chips , PC,
Server, periphericals), decision support systems
Internet/Information Techonology company IPO prices simulation, investment strategy
Internet/ IT company pre/post merger acquisition performance simulation analysis, strategy
Contact : website: www.osawh.com email:
wh3928@yahoo.com / whuang3928@aol.com
-
Tracking, Simulation, Forecast of daily Nasdaq (
www.nasdaq.com) and global info-100 stock
prices, performances, investment strategy, bubble early warning
========================Special
Announcement==============================
go
to
www.osaglobalstrategicmanagement.com/Info100.html
for regular update of Info- 100 strategy
-
All this website recommendation are for investors references, not responsible
for any financial loss,
Dr. Huang has copy right
on it contents, should not be used for any commercial use without approval
When you have Dr. Huang's two OSA master hands you are in good hands
for global
central banks macro-economic control , prices stability and capital market
prices simulation, forecasts
, value investing strategy, wealth management,
risk hedging
That's what he has been
lecture to 24 global central bank governors, wealth
management, financial market risk management conferences and
millions global
central banks, banking, finance, corporate CEO, executives on this website
since 1998 warning in 1999 that US and global
IT stock facing bubble burst, plunge 70 % to 90 %,
over 30 million China,
Taiwan, Asian, US , ASEAN, European
executives, investors on TV, radio programs and thousands workshops since 1985
and again in 2003 to Euro-events Singapore
http://www.euro-events.com/conf/afcm2003/ with excellent feedback
photos 1,
2,
3
lecture ppt
, Shanghai, Beijin Nov. Asian/China
Finance, Capital Markets conferences, www.euro-events.com/conf/cfcm2003
he was excellently received
picture
2 and
to
China economists meeting Fudan University,
Shanghai , Dec. over 2000 QFII/QDII executives,
identify month ahead, investment
opportunities in China ADR Hong Kong H shares, China A shares and early warning
for asset bubbles in commodities prices reaching 19 year peak, will drive US CPI
to 2.6 %, core inflation to 1.7 % in the summer , overoptimistic over US
economic recovery and job creation, inflation outlook serious housing bubble
will lead to rate hike, despite high unemployment in the election year and global IT and
blue chips banking shares
facing and correction 2004,
Dow will be traded 9750- 10500, Nasdaq 1650- 2050 , Taiwan index
5500- 6000, Henseng 11500- 14000, Nikkei 10000- 12500, China credit tightening
continue. Shanghai A 1250- 1450, Shenzhen 3000-3500- Euro : 1.18- 1.29 , Yen
108- 115
US Fed Monetary Policy on US inflation, GNP and economic
indicators, Nasdaq IT industrial sector sales, profits growths>
Dr. Huang warned 100 multinational oil CEO, banking, QFII senior executives in
Beijin . Feb and Nov 2005 on Asian Business Forum China oil, gas conferences
that oil prices will be soared to 69 from 45 in 2005 and 69 again in Jan.
2006, US Fed will rate hikes till summer 2006, IT , blue chips stocks are
overheated for 30- 50 % correction, Dow will plunge to 10,000 from 11000,
Nasdaq from 2370 to 2050
US Fed Monetary,
Economic, Fiscal
Policy Impact on Nasdaq IT industrial sales, profit , stock prices
US 2003- 2006 repeat 1998- 2000 asset bubbles OSA : ( right master
hands OSA)
US 13 rate cuts to 1 % and second tax cuts led to money supply growth of 9
% productivity and GDP growth 8.4 %, third quarter, consumer spending up 7.9 %
business spending up 18 %, retails sales growth 7.6 % Dec 2003 ,east, west
coasts housing prices soared 66 % since 2001, plunging dollar and
excessive consumer demand led to oil, commodity reaching 19 year high 9
oil, cotton, copper, platinum ,soybean prices doubled, despite CPI up only
1.2 %( exclude energy and food) , ISM index soared from 39 to 66, consumer
confidence soared to 103 , corporate profit soared 76 % in the final
quarter 2003, investor bullish index higher than 1987 crash, Nasdaq soared 80 %,
Dow up 26 % in 2003. but jobless rate stay at 5.6 %, with 24
millions loss jobs, 117000 job cuts in Jan,2004, despite 112,000 new job added,
All the early warning sign of asset bubbles facing burst, UK,
Australia, ECB, Korea and China all raised rate or tightening credit to deflate
the bubbles. US Fed is determined to create jobs, create 2.4 million jobs
to delay action on rate hike and deflate the asset bubbles as its did in the
previous bubble bursts 1998-2000
US and global IT bubble burst recovery process is slow, due to sharp
competition, price cutting, as Intel already announced cut its P4 processor
prices by 32 % and continued weakness in other sectors of IT,
despite 4 Q 2003 all industry profit up 76 %, 18 % increase in business
spending, 7 % consumer spending
due to excessive tax and rate cuts, oil, commodity prices doubled.
2006 forecast :
Soaring oil, metal prices and housing , consumer, business demand pushed
inflation and labor cost, forced US Fed raise hikes till summer 2006 summer cut
consumer and business demand and resulted IT inventory built up, prices cutting,
profit decline, stocks plunge 30- 50 %
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*Warning : All our webpages are not updated regulary, are only used for references only,
Will not be responsible for any financial loss, Go to our workshops for more recent update
=========================================================================================
AOL- Fortune top 10 stocks
Name
earning outlook
near term stock prices
IBM
slowdown, competition
70- 84
GOOG
growth slowdown 350- 450
Schwab
shrinking margin due to market slump 30-50
Genetech
Low profit margin, market share
76-88
Morgan Stanley Dean Witter Shrinking margin due to market correction
40-60
NOK
competition and slowdown in sales profit growth 13-16
Nortel
competition huge loss in acquisition 3-
5
Business
Week Global top 100 Info tech
Stock Name : sales earning outlook
INTC
slowdown and competition
20- 25-
NVDA sharp competition from INTC, ATI, Xbox
slowdown
21- 25
ORCL
slowdown in data base, sharp competition
10- 13
Taiwan Semi slowdown in sales
profit growth
6- 10-
Sun Micro
slowdown in sales profit growth
3-
5
Micron Tech slowdown in sales profit growth
13- 16--
Gateway slowdown in sales
profit growth
Nortel
excess capacity
3 - 6
Corning
Overpriced slowdown in profit growth
12 -15
Broadcom
growth slowdown
30- 42
China Telecom
shrinking margin due to price cutting
20- 24
LSI
slowdown in sales profit growth
10-15
TXN
slowdown in sales profit growth
25- 35
Cypress Semic slowdown in sales profit growth
20- 25
EMC
slowdown in sales profit growth
10-
15
AMCC
slowdown in sales profit growth
6- 9
SBC
slowdown in sales profit growth
23- 28
ADCT
slowdown in sales profit growth
3- 5
CSCO
slowdown in sales profit growth
15-
18
HPQ
low growth, low margin
20-30
Charter Semi slowdown in sales profit growth
2-
5
Nextel
competition
24- 30
AWE
competition / merger
11- 15
Yahoo
slowdown in growth
30- 36
DELL
shrinking margin
25- 30
AAPL(Apple) Slowdown in PC sales
60-
80-
Sirius Satellite
competition
2- 5
MSFT
shrinking margin
22- 27
AMAT
price weakness ,competition 16-
18
Dr. Warren Huang accurately
predicted US Fed will raise fund rate in June 1999 and Nov ,1999
that US and global IT stock facing bubble burst, plunge 50- 90 %, Nasdaq plunged
to 1200
These deterministic, dynamic simulation of last 20 years global asset
prices, and economy boom and bust of the asset bubble vicious cycle of excessive monetary
policy, low interest rate induced sustained long term bull markets stocks prices gain
caused consumer and business spending in real estate properties pushed soaring housing
prices and rent. And deficit spending (negative saving) in stock markets, pushed the stock
s even higher, until abrupt reverse of consumer and investor confidence --the bubble
burst- plunge of stocks and properties prices as it happened in US, Japan, Taiwan in 1980,
1987, 1990, energy crisis, EURO 1992 currency crisis, 1994 China runaway inflation, 1995
Mexico crisis, 1997-98 ASEAN, Japan, Korea, Russia, Brazil currency crisis, all caused by
overpriced stock prices due to excess monetary policy and high GDP growth
USA
China Thailand
Taiwan Japan
Hong Kong Korea
Singapore Indonesia
Canada Mexico
Website : www.osawh.com email: whuang3928@aol.com
Services: Bubble Burst simulation and prevention Workshops , On the Job Training
program : OSA Strategic, execution teams All supported by simulation charts for training
simulators.