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Post# of 704041
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Zeev Hed

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Zeev Hed

Re: Gizmo post# 167284

Saturday, 11/01/2003 9:11:42 AM

Saturday, November 01, 2003 9:11:42 AM

Post# of 704041
The catalyst will be "consumer exhaustion", but that is a process that may take a little time to develop. It is countered right now with excess liquidity and unusually low (essentially negative) interest rates. Very short term, the next few quarters should still be fine, namely the economy will continue to grow.

AZH

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