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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: RockyBalboa who wrote (200524)	5/6/2009 12:36:08 PM
From: Perspective	Read Replies (1) \| Respond to of 306849

<it will likely have a more severe impact on other suppliers whose financial condition is substantially worse than ours. This should provide us with further opportunities to gain additional business, either through acquisitions or takeover business> Lots of stocks are trading higher on this belief. "Sure, business sucks, but we're stronger than our competitors, so we'll get market share when they go away." What if the business model simply ceases to exist in the absence of a credit bubble, and they all just go into the crapper together? < and position us for recovery when North American auto production returns to more sustainable levels.> What if these ARE the sustainable levels? What if it was the past decade that was the aberration? `BC