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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DiB who wrote (41246)3/31/2001 12:46:56 PM
From: Larry S.  Respond to of 54805
 
the history of the US economy has been that of excesses. we had the real estate building boom in the 70-80s, followed by depression in real estate, which led to large scale bank problems. the current over-build-0ut of the telco's is just another phase. the 1996 (i believe) telecommunications act opened up competition, which led to tons of CLECs and expansion of fiber lines. much of it was done with borrowed money. one of the great strengths of the US economy is its ability to handles such excesses and crises. this too shall pass. CSCO, in particular, at 15-16 seems an absolute steal, to anyone with a time horizon longer than 3 days. jmho. larry



To: DiB who wrote (41246)3/31/2001 2:06:31 PM
From: ratan lal  Read Replies (1) | Respond to of 54805
 
I doubt if lower interest rates will make it easier to borrow.

Borrowing is easier if the free cash flow can support the loan payments.

The best way for companies in trouble now is to file chapter 11, get rid of the loan burden and then borrow an amount that they can readily pay back with their free cash flow. in that case the lower interest rates will be an additional bonus.


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