Secondly, Lee feels that everyone is wrong when they say that investment in Taiwan has hit the skids: "Our problem is an excess of investment. People have been over-investing in both property and capital goods ever since 1980. Business cycles can send investments to towering peaks, but you've got to come back down sooner or later, and the higher the mountain, the deeper the valley.
其次，李高朝認為，大家都說台灣投資不振，其實不對，「我們的問題在於投資太盛，供過於求，台灣自一九八○年後，不論房地產或生產設備都過剩。這波景氣循環像山一樣高，下來也就如谷一樣深，因此即使復甦，情況還是比以前差。」