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Politics : High Tolerance Plasticity

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To: CommanderCricket who wrote (18471)	1/11/2003 2:13:18 PM
From: Steven C. Vartan	Read Replies (1) of 23153

Commander: new issue of Barron's is a good read with Marc Faber's comments. His position is that 88% of the cash flow from federal action (lower rates) is allocated to mortgage refis not manufacturing. The consumer is taking this money and buying stuff made in China. He also comments on the huge competitive surge from the chinese. The IT budgets are below 2002 and bonus paid to who can underspend their budget the most. Not a happy camper scenario for tech. Then there is the other fundamental question of why shouldn't a chip be priced (and the company producting it) the same as a lug nut? Why should a company like CREE sell for 10 times sales and 70 times earnings?

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