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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: stockman_scott who wrote (40706)	8/29/2001 1:10:57 PM
From: Jim Willie CB	Read Replies (1) of 65232

Commerce Secy Evans is joining a pep rally inventory levels dont mean much inventory/sales ratio is what matters next up is more layoffs, deepening effects from foreign economy weakness, more dreadful guidance, mutual fund selling in Sept/Oct, more layoffs, consumers losing more confidence, more decline in USdollar, more layoffs, then housing prices roll over, then consumers spending less, then more poor guidance, then more layoffs / jim

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