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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Michael Young who wrote (39295)	4/25/2001 7:22:03 PM
From: IQBAL LATIF	Read Replies (1) \| Respond to of 50167

Investment income= minimum, as a result of huge drop in IIX and DOT, from INTC to MSFT to IBM all of them suffered from lowered invesmtent income, that use to be a major issue last year.. anyway htese stocks have been cut to size anyway back to 1998 Oct levels but Rev are 67% higher and even a sluggish grwoth from here have 30% room on the upside.. Book to bill ratio is a monthly report and the lower orders reflect the conditions prevelant in Feb after huge markets drawn down as a result of break down in NAZ.. I think I would beg to differ to you that a monthly number would extend into end year earnings, I would reiterate my position as inventory is cleared off and that we are seeing it already this order stream will start creeping up,... monthly numbers are sensitive to next quarter reports not three quarters aft report ..thanks for responding..