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To: Andrew G. who wrote (71147)	2/23/2001 4:04:24 PM
From: yard_man	Respond to of 436258

U2 will believe ... in time <g>

To: Andrew G. who wrote (71147)	2/23/2001 4:06:55 PM
From: oldirtybastard	Read Replies (2) \| Respond to of 436258

I've come to the conclusion about a month ago that all the concerns expressed on this thread and others here on SI about debt levels are essentially overblown. Reason being that this economy has thrived for so long on chronic debt overload that there is no apparent point of conclusion about it. Creditors extended terms and refinance loans. Corporations raise more debt, FED prints more money and lowers rates, etc etc. It doesn't matter unless a company is very small. All the big guns will trudge on like tugboats hauling their big debts around as long as they can sustain their cashflows. Cashflows are all that really matter. When times are tough, lay offs are just as effective to the bottom line as increased earnings. In fact from a tax standpoint layoffs are even better. you're joking, right? -ng-

To: Andrew G. who wrote (71147)	2/23/2001 4:13:01 PM
From: Earlie	Read Replies (1) \| Respond to of 436258

Andrew: The catalyst for me is lay-offs. They shut down Joe Five-pack better than AA shut down Myth on the super bowl bet. (g) As he cuts back, consumer sales flop, inventories rise, etc. Try getting an extension on your line of credit when your sales are falling. While we will get bounces, methinks the gasolene is in the fire. Best, Earlie

To: Andrew G. who wrote (71147)	2/23/2001 4:13:02 PM
From: NOW	Respond to of 436258

Sounds like you are weary of waiting. Patience, patience. If you think that the business cycle has been abolished by new mechanismso of credit creation, well, then that is a different matter. For that I recommend www.apa.org

To: Andrew G. who wrote (71147)	2/23/2001 4:14:04 PM
From: LLCF	Respond to of 436258

< No one has yet described how it will happen and what factors will make it happen within a estimated timeframe.> And therfore it won't happen? <I've come to the conclusion about a month ago that all the concerns expressed on this thread and others here on SI about debt levels are essentially overblown. > Not to be glib... but the market disagrees... at least according to the ballooning equity in my pooooot account. <It doesn't matter unless a company is very small. All the big guns will trudge on like tugboats hauling their big debts around as long as they can sustain their cashflows. Cashflows are all that really matter. When times are tough, lay offs are just as effective to the bottom line as increased earnings. In fact from a tax standpoint layoffs are even better.> Small companies employ most of the people in the country, and the layoffs at large companies we're seeing [and your stating will save earnings] will only create fewer customers for the 'tugboats' and, of course, brokers touting stocks. No, it's all unfolding exactly as many here have been saying it would. Quite astounding really. Stay tuned. DAK