R'lyeh, 4th of December

Xerox (XRX) dropped under 5 dollars near to a 20-years low after Moody 
downgraded its debt to junk. Its stocks is now yielding more dividends than junk 
bonds. Investors are apparently afraid of a bankruptcy here, and are not reassured 
by the company's "restructuring" plans. Xerox plans to sell 4 billion worth of assets 
but is now worth less than that because these sales will be needed just to keep the 
company in business. The company is a showcase of the credit troubles that await 
America. Not only has the company been borrowing like an Asian Tiger but the 
stock is also hurt by its liberal leasing practices which helped its stock top 60 last 
year. During a slowdown, when customers return your products, leasing becomes 
a curse. Xerox is far from beign the only indebted company engaged in aggressive 
leasing or in selling on credit. Lucent (LU) in another well known example. This 
company's stock is now at 15 dollars or down more than 75% for the year.
Tech flagship Cisco Systems (CSCO) has been unable to return above its famous 
50 dollars "support level" today and is down nearly 5%. One can also note that 
CMGI (CMGI) dropped under 10 dollars and is now down more than 75% over the 
last three monthes and more than 90% from its highs. These stocks are 
nevertheless still worth a lot more than what they were worth three years ago.

Today's euro bounce may also be signalling something...

Chtulu Ftagn!


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