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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST

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To: Tony Viola who wrote (142704)9/5/2001 3:04:06 AM
From: Amy J  Read Replies (1) of 186894
 
Hi Tony and GV, I agree with GV on the point that the over expansion resulted in a general slow down and the industry is catching its breath.

However, I agree with Tony on the point that the pendulum has probably swung a tad too far to the other side now. I think your (Tony's) comment about this impacting productivity/GDP is correct.

It's one thing to over invest and slow down to smooth things out a bit, but it is completely a different thing to not spend on making things more productive. Looks like this economy may build up some latent demand for next year.

RE: Tech hasn't been this bad since the 70s

As far as office "space available" signs go, this is the most (worst) I have ever seen. But I don't know if percentage-wise it is worse than the 90's recession since there are more companies now.

Regards,
Amy J
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