Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Groundhog Day -- Ignore unavailable to you. Want to Upgrade?

To: AugustWest who wrote (2062)	4/22/2002 3:38:53 PM
From: AugustWest	Respond to of 6346

And just pitch out along the way the softwares periodically like so many Micky Ds bags.

To: AugustWest who wrote (2062)	4/22/2002 3:59:34 PM
From: Logain Ablar	Respond to of 6346

Well actually before the consumer its jobs and prior to jobs its capital investments and by capital investments I don't mean the mal or mis investments from the bubble. Companies typically invest in infrastructure and people to meet client needs (i.e. client demand where there is adequate return on capital). With so much mal investment the balance sheets still need more time to get back into a healthy balance. Telco still has to much capicity from this and as the companies go bankrupt and are acquired prices drop (the old models with debt anticipated higher revenue which is racheted down as debt is turned into equity). Last I checked the unemployment # was increasing (by this I mean the acutal unemployed, @ a 9 year high, not the % which we do have a higher base so the % @ 5.6% doesn't seem as bad. From the clients I have there is still plenty of debt and if any of my clients were to lose employment they would not be able to service it and most of these are "middle class" over 150k in income. Yes July sounds about right unless we have a week of so flush before then.