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Strategies & Market Trends : Moufassa's Lair -- Ignore unavailable to you. Want to Upgrade?


To: moufassa7 who wrote (4423)2/5/2002 12:40:43 PM
From: Mark Konrad  Read Replies (1) | Respond to of 13660
 
Debt fiascos...note how some of the stronger players with better balance sheets have fared reasonably well the past day or two as the accounting "heat" increases: CSCO, SEBL and AMAT among those who will emerge with even greater market share, imo, even if the pie shrinks--MK--



To: moufassa7 who wrote (4423)2/5/2002 12:48:51 PM
From: fishweed  Read Replies (1) | Respond to of 13660
 
moufassa7, you're absolutely right about the debt issue. As cruel as it may appear, it seems our free enterprise system must go through these adjustment cycles periodically, to eliminate redundancy and debt.

fishweed