Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 328.35

+3.2%

Jan 6 4:00 PM EST

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To: Sam Citron who wrote (6785)	11/7/2002 10:43:59 PM
From: Sarmad Y. Hermiz	of 95684

Sam, >> The Fed rate cut can't do anything about this source of deflation, can it? Sure it can. The Fed is creating dollars to replace the dollars that leave the US and don't come back. I don't know what the Chinese do with their dollar surplus. But apparently they are not spending it - yet. >> I don't see how Fed policy can do much to address the overcapacity issue with interest rates so low already. It can't. And I don't see how that can be their goal. Or their role. >> Is it really going to stimulate aggregate demand that much when borrowers are up to their eyeballs in debt? Yes. Because it will reduce the carrying cost of their current debt. And the assumption is that they will max out their home credit line again. Sarmad

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