Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Jim Willie CB who wrote (6519)	8/7/1998 10:51:00 AM
From: Defrocked	Read Replies (2) of 10921

I'll have to think about that. The size of the loan is the same, only the payments are lower. Plus many loans now are high LTV, possibly offsetting any refinancing impact. Not sure, JW. My premise is that loan demand is slowing overall because underlying economic activity has slowed and many underlying assets, such as most commodities, are declining in value, reducing the size of those supporting debts. If housing values in general are going down I could agree with your post. Good luck.

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