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To: IQBAL LATIF who wrote (28341)	8/22/1999 7:37:00 PM
From: thebeach	Read Replies (2) \| Respond to of 50167

Hi Ike,do you give CS as good a chance for appreciation as ALA?

To: IQBAL LATIF who wrote (28341)	8/22/1999 9:12:00 PM
From: QuietWon	Read Replies (1) \| Respond to of 50167

Iqbal, ALA is into virtually every communication method & bot Packet Engines well before the rest of them were buying packet co's. ALA - has DSL ALA - has satellite ALA - has undersea ALA - have cable ??

To: IQBAL LATIF who wrote (28341)	8/23/1999 12:06:00 AM
From: N	Read Replies (1) \| Respond to of 50167

Hi, Ike. Here's a Bloomberg piece that neatly wraps all the recent and expected fundamentals...recent economic news, positions of dealers on fed move to increase fed funds rate 25 bp and a possible hike of the discount rate with neutral bias. bloomberg.com Q2 gdp growth out Thursday expected to be down from estimate to 2 percent. I like you thought the lower gdp news was more major than the wage hike. Best regards, Nancy

To: IQBAL LATIF who wrote (28341)	8/23/1999 1:16:00 AM
From: ynot	Respond to of 50167

Reduction of Consumption Infotech consumption specifically ERP sector, and probably beyond services price down 35-45% orders down 50% trend since Sept '98 and finally 'obvious' this month, imho this is corporate consumption multiplier effect could take up to 6 months due to savings and will impact greatly personal consumption figures we are talking people who average $120US/hr on 50 hr weeks, i think INDIA UK CANADA are now NET 'NEUTRAL' infotech people importers in other words, people are going home, can't find work in US AND may have signigicant difficulty in finding work when returning i mention this with respect to your astute observation about needing new tools in the new economy sometimes eardrums and eyeballs do ok ;) regards ynot ;)