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Strategies & Market Trends : Value Investing
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To: Don Earl who wrote (13968)2/19/2002 2:54:57 PM
From: Bob Rudd  Read Replies (1) of 78657
 
Don: There were some other issues contributing to the inventory correction. When the internet and other high-fying techs suddenly lost access to 0 cost capital, when the CLEC's imploded, when this spread to equipment providers and they imploded, when the Fed raised rates a bunch of times...all these were factors as energy prices imposed a sort of fiscal drag [think multiplier effect]. There are theories that no one has really disproved that the market looks thru accounting changes. SAB 101 impacts didn't hit overnight so there were adjustments.
In short, I agree that SAB 101 has had an impact, perhaps not quite to the extent you hypothesize [Lack of articles indicates that], but substantial nonetheless. Also agree that there's more to come.
Here's an interesting research item [looks interesting, haven't read it yet] I found yesterday while looking for something else - builds the case that earnings have been highly overstated for several years - cites usual suspects:
levyforecast.org
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