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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Second_Titan who wrote (7589)	9/8/2001 10:09:07 PM
From: Think4Yourself	Read Replies (2) \| Respond to of 23153

I'm not just in tech stocks although that's a large part of the portfolio. Also almost no chip related companies. WAY too much production capacity out there. Agree with the rest of your post 100%. Manufacturing needs to recover before capex will resume and layoffs will reverse. Manufacturing is the key in the short term as long as services doesn't fall apart. It may be only 20% of the GDP but I'll bet that, excluding silicon valley, there are a heck of a lot more people in this country impacted financially by general manufacturing (cars, furniture, farm implements, household stuff) than by chips, routers, computers, and the like.