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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Kenya AA who wrote (8313)	12/11/2000 4:59:54 PM
From: Mao II	Read Replies (1) \| Respond to of 12663

K or anyone: Here is Merrill (via Briefing.com) on retail sector. Anyone have insight into their assertion that retail outperforms when rates are cut? M2 3:33PM Merrill on Retailing : Firm reports that their proprietary numbers from RCT systems demonstrates that cumulatively retail traffic is down 3% at department stores and up 0.1% at malls; traffic has been declining everyday since the Friday after Thanksgiving on a cumulative basis and expects numbers to turn negative before the last minute surge; in talking with the discount stores all have reported that they are below plan including Walmart; however firm recommends that investors should initiate positions in the retail sector before interest rates come down as retail stocks historically outperform when rates are cut.