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To: Wyätt Gwyön who wrote (50139)3/18/2001 12:17:53 AM
From: Eric  Read Replies (1) | Respond to of 77397
 
While there has been an excessive build out in some areas of tech the reality is that probably only applies to about 20% of techland.

Now since the rest of the economy is doing fairly well and that represents much more of the total economy I'm starting to see this get just a little bit overblown.

Too many around here are starting to run like lemmings.

Japan has some serious problems but we sure don't share that. They are the ones who will probably fall off the cliff first. Their unsecured debts are rearing their ugly heads. A lot of their cross connects in securities are starting to break down.

I wonder who really has farther to fall.

They won't sell their U.S. notes.

(the consequences would be grave for them!)

JMHO



To: Wyätt Gwyön who wrote (50139)3/20/2001 10:12:58 PM
From: pass pass  Read Replies (2) | Respond to of 77397
 
I already took March 20's 0.5% cut into consideration when I made that comment. So another 1% cut between March 21 and the end of May will bring the rate to 4%. I expect there will be a between-meeting cut in April after Japan blows up. When the rate is 4% in June, there will be some recovery in the economy.


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