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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (51411)	5/20/2000 7:31:00 PM
From: John Madarasz	Read Replies (1) \| Respond to of 99985

TrimTabs.com Investment Research May 11, 2000 5:00 PM ET. $5.2 Billion Inflow To Equities The Week Ended Wednesday, May 10, 2000 Director of Research, Carl Wittnebert estimates that all equity funds had inflows of $5.2 billion over the week ended Wednesday, May 10, 2000, compared with outflows of $700 million during the prior week. Equity funds that invest primarily in US stocks had inflows of $5.1 billion, compared with inflows of $200 million during the prior week. International equity had outflows of $100 million, compared with inflows of $900 million the prior week. Bond funds had outflows of $1.6 billion, compared with outflows of $400 million the prior week. Hybrid funds had outflows of $400 million, compared with outflows of $400 million the prior week. Mutual Fund Trim Tabs tracks daily flows of about 90 fund families that have about 20% of all equity fund assets. MFTT then regresses those numbers by sector to estimate total flows for all equity funds. For more information about TrimTabs.com Investment Research, visit our website at www.trimtabs.com.

To: Zeev Hed who wrote (51411)	5/20/2000 8:10:00 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 99985

Zeev, just to give some indication of resources needed in the rest of the world. US and Western Europe has 1 telephone line for each 1.5 people on average (including business lines). India, China and many SE Asia countries have 1 telephone line to each 300 to 600 people or so. Cost of a telephone line infrastructure and equipment runs around $500 to $600. Now calculate how many $$$ in infrastructure are need for a population of around 3 billion people to get to 1/10 penetration of the Western World? .... or one telephone line to every 15 to 30 people. Now add to that roads and cars new housing and the list goes on. Who will finance it? For sure they have the $$$ to buy due to the trade surplus with the US. So if there will be some confidence in those countries the money will flow in that direction. Now for all those dreaming of huge US technology exports dream on ........ all big contracts are required to be manufactured / assembled in the country of installation so the benefits will be marginal to the US economy, more in way of royalty payments. BTW those are numbers that make WS salivate about Tech Stocks but if Eastern Europe and Russia is an example, it will translate to peanuts in revenue. Haim