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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: GVTucker who wrote (144157)	9/27/2001 7:56:20 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

GV, RE: lots of OT stuff/economy.... RE: "$5 billion, so right now we've got 'excess' liquidity of about $70 billion/day." Not exactly pocket change. RE: "decline in market value doesn't drain money supply out of the system. The cash that the Fed put into the banking system is still out there." Okay. So, where did the money go? Other investment vehicles? Bonds? RE: "dollar will tank...If so, does that mean stocks tank too? If the dollar weakens, it will drive capital away, and inflation is a bigger risk. Yes, I think that stocks would tank if the dollar declined." Blah. RE: " The other side to this coin is that a lot of people, particularly those who own domestic corporations with significant exports, think that a weaker dollar would stimulate higher sales overseas as exported products become more price competitive." Sure, but the cost of components become more expensive to produce in the face of a weaker dollar, right, so it's a wash? RE: "Your situation seems ideally suited for an asset based loan...85% of A/R and around 50% of inventory." Less costly than equity, I would bet too? Someone PM'ed me another idea, push back on any supplier terms to net 60 or 90. We can basically tell them their terms are potentially limiting our growth, which limits their growth, which isn't going to work for anyone. But I'm definitely not willing to accept any type of window where we're holding everyone else's boat. I like to have ample buffer, which we have, up until a certain build volume. If they don't budge, then it simply means we don't go over a particular build volume growth, so be it. My sense is suppliers will cooperate. RE: "Why do they [OPEC] have little control over price of energy? I think that the main reason that OPEC isn't cutting back production is because each country needs the cash desperately. " Sounds like you're saying they didn't have control over supplies, so the price simply reflected full-capacity, a situation they couldn't change. If OPEC doesn't have control over gas prices, then why would Saudi Arabia business people be upset at America's supposed-influence in keeping prices low on OPEC? Regards, Amy J