Zeev's Turnips Patch-No Politics (ZEEV)

[federal reserves]

Qwave> Can we cost cut our way to prosperity?

Is this the new theme for the new economy, as played out in the HPQ results, and the after hours reaction to such. The great new economy consolidation? We could be heading into a mass period of consolidations and mergers; the cost cutting and resultant blood letting could be the largest in US history. IBM and SUN. DELL/CSC. INTC/BRCM vs AMD/TXN. If this theme then let it play. Slash and Burn! Layoff's! Reverse IPO's.

I'm interesting in looking at the claims tommorrow and the reaction to that.