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To: Earlie who wrote (48564)12/17/2000 1:32:08 PM
From: Box-By-The-Riviera™  Respond to of 436258
 
defaults are just a part of the larger implosion...indeed one of many drivers of the "big picture"....and presumeably will also drive price implosion as a sell product at any margin in return for cash flow strength becomes the desperate cry....

meaning also..... perhaps.....lots of established companies will stay in business.....they just won't be great businesses per se...... as one example. some asset classes may even move from highly protected margin businesses to mere commodities on the order of pork bellies.... a penny or two extra depending on what day of the week it is...though pork bellies are looking pretty good right now compared to pc prices.... two bellies for a gigaherz pentIII over at the gateway store i understand. sow's ears and chitlins free.

regards

J