Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 38.44

+0.7%

Nov 10 3:59 PM EST

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To: Road Walker who wrote (130863)	3/26/2001 8:34:25 AM
From: GVTucker	Read Replies (3) of 186894

A couple of thoughts: I still can't get a handle on the funds flow aspect of this whole downturn. Part of it is certainly people parking cash and starting to save. That would argue that this is, at least in the short term, only a consumer confidence issue. This, ironically, is where Fed funds rate cuts can actually have an impact. A rate cut might get people feeling better about the economy again and the money may start to flow out of the money markets. The other side of this decline is what worries me, though. It appears that a lot of the decline isn't just a flow frmo equities to cash, but rather a deleveraging out of equities. That capital just evaporates. Thus, you see things like your friend who sees a drastic tightening of credit policy. Deleveraging causes that, IMO, not just a declining market. This is where the potential pain is greatest, and where a large degree of my worry comes from. Which sounds like a long winded way of basically agreeing with you. I've got to stop doing that.

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