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It not just another round of residential mortgages, but the sub-prime 
equivalent of commercial loans coming in for rate reajustments (balloon 
payments) next year that ought to pop any bubble. These are small to 
medium sized commercial paper taken on a short term (5 year) basis. 
Watch, wait, duck.

FYI...manufacturing is picking up in semi-conductor machinery 
production. All sub-contractors (people who make the machines used by 
Applied Materials, Intel, etc) are picking up orders rather consistently 
now, globally and in the US.

David

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