It is the contagion issue. I don't think it will but don't have any conviction in my opinion. I was wondering what everyone else thought.
Will the subprime mess impact capital spending in technology?
Started by
BearItch
, Aug 03 2007 05:30 AM
4 replies to this topic
#2
ogm
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Posted 03 August 2007 - 05:58 AM
It is the contagion issue. I don't think it will but don't have any conviction in my opinion. I was wondering what everyone else thought.
No, but its impacting cost of capital in every sector.
#3
Tor
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Posted 03 August 2007 - 08:01 AM
I dont think it will.
Buy tech.
Observer
The future is 90% present and 10% vision.
The future is 90% present and 10% vision.
#4
ogm
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Posted 03 August 2007 - 08:04 AM
I dont think it will.
Buy tech.
Here is an idea in Tech... WDC
Hard drives are expanding their market way beyond PC's. Home entertainemnt systems, cars, you name it.
Sales growth is very strong. Stock is pretty cheap with good cash flow. KOMG aquisition is a good idea IMO.
Chart looks very solid. Just itching to break out to new highs.
Edited by ogm, 03 August 2007 - 08:05 AM.
#5
securelstmile
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Posted 03 August 2007 - 08:07 AM
It is the contagion issue. I don't think it will but don't have any conviction in my opinion. I was wondering what everyone else thought.
No, but its impacting cost of capital in every sector.
Shouldn't this mess eventually decrease cost of capital as the fed will cut rates and increase liquidity.
The harder I work, the luckier I get.
