VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Boplicity who wrote (42744)	10/2/2001 6:32:53 PM
From: RR	Read Replies (1) of 65232

OK Bop. Good point on Japan. Been hearing that, too. Well, some companies are now reaffirming revised guidance. Good. Others, of course, still warning. Others, belly up. I suspect companies are throwing in anything they can right now to lump it in the bad news, like they did with the Asian flu years ago. Balance sheets will be cleaned up, better structured companies, leaner, etc. will result and ought to be nice positive eventually. The time issue is a big unknown. When? What we do know is we have always come back.... Hope you had a good day. I just got in from the road. Beautiful day to travel here. RR

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