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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (17750)	8/7/2004 10:44:46 AM
From: michael97123	Respond to of 95640

investorshub.com Zeev lowers his upside projections but remains bullish on the market between now and january. He is stubborn these days which i guess is the mantra of some of us bulls on this thread.

To: michael97123 who wrote (17750)	8/7/2004 10:46:43 AM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 95640

>> I dont ever quite get how rates can be so low while at the same time monetary policy is deemed tight. Money supply expands when the fed allows banks to borrow money, which banks deposit into their vaults, and then lend out 8x what they got from the Fed - by writing checks to borrowers. Traditionally, most lending goes to businesses and mortgages. However, mortgages are now sold to China and Japan, so US bank loans are quickly repaid. Or bypassed completely. Corporations have plenty of cash. They don't need to borrow from banks. And when they do want to borrow, they sell bonds to the public. The public is buying bonds, in lieu of buying stock. To our great pain and chagrin. Therefor, banks are not making the maximum amount of loans which they are able to. Consequently, they have no need to write those checks that inflate the money supply. Therefor the money supply does not grow much.