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Technology Stocks : Aviat Networks

AVNW 23.29

-3.6%

Nov 6 3:59 PM EST

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To: Rob Preuss who wrote (117)	1/22/2008 3:59:14 PM
From: The Ox	of 312

One battle at a time, Rob! :) The market's been asking for rate cuts to help both the credit situation as well as the obvious mortgage problems. While the odds are very strong that cutting rates will add to the inflationary pressures, to me this is the lesser of the current 'evils'. A slowing global economy should help keep commodities from soaring even higher. In fact, if I was to guess, I think we'll see many of 'inflationary' commodities drop over the next few months. This will help both with inflation and with giving a boast to economic growth. Those people on the fence with ARMs (who bought them and were encouraged by AG/the FED) will not have to face resets which will bury them in higher costs. Those on the fence may also be able to refi and lock in lower fixed rates in the next few months and get out of these toxic ARM resets. While lowering rates tends to weaken the dollar, I think this is currently the necessary evil and the dollar should eventually gain strength when it becomes more obvious that the worst of the economic turmoil is over (ie strengthening of the credit markets and less mortgage related writedowns).

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