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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: eabDad who wrote (33663)10/9/1998 9:01:00 PM
From: Earlie  Respond to of 132070
 
Eabdad:
Good comments. Feel much the same way. Add in a couple of years worth of "debt reducing activity" (read depression), and the multiples might become even more attractive. (g)
As you point out, there will be plenty of time..

Best, Earlie



To: eabDad who wrote (33663)10/10/1998 12:15:00 PM
From: Knighty Tin  Respond to of 132070
 
z, It will also be easier to figure out which will survive this massive bubble economy at the bottom of the crash.

MB



To: eabDad who wrote (33663)10/10/1998 7:16:00 PM
From: Shane M  Read Replies (2) | Respond to of 132070
 
Z,

Nice post on the semi-equips. What do you feel is holding them at what seem to be higher levels than the cycle would justify? In other words, what has to give for them to come crashing all the way down?

TIA,

Shane


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