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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: energyplay who wrote (63702)5/9/2005 9:45:22 PM
From: TobagoJack  Read Replies (1) | Respond to of 74559
 
<<... be at the tender mercies of Wal-Mart, IKEA, Macy's, and the purchasing departments of Toyota, Hyundai, and Sony ?>>

... not likely, as all of the above are simply (and very simply) warehouses, telephones, computers, and folks hungry for jobs of minimal value-add.

<<... State bank susbsides, some zero cost capital ?>>

... credit is cheap, because of Greensputin, not because of state banks. If it was just the state banks, credit would be very dear, as it should.

<<dot-com business models ... they could make it up in volume....>>

... perhaps wrong analogy. More apt may be USA factories immediately after WWII, being the only factories standing.

Hard to say, difficult to tell. One of those unknowable unknowns.

Chugs, J