The Residential Real Estate Crash Index Message Board

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Strategies & Market Trends : The Residential Real Estate Crash Index

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To: bentway who wrote (103932)	2/7/2008 3:14:16 PM
From: Archie Meeties	Read Replies (2) of 306849

Ah, the crucial point! We are in a recession or slow growth period for the US economy as a whole, but some segments of the economy are on fire. Financials, Retail, RE - a lot of that stuff is actually contracting and is dragging the overall economy down. But look at manufacturing or tech, or green tech, here the guidance is either in line or up. In every case the growth is still there. Many tech names are guiding up - IBM, TXN - others. The beat rate on tech is the highest of any sector except metals, some are blowing out numbers - see JDSU. Solar is totally insulated from a contraction in US financial and real estate markets. Their customers are utilities and companies, and those have sterling balance sheets, are making long term decisions about profitability. The retail customer is not driving solar - that's in the future. Disclosure, long FSLR. AMAT.

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