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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (40175)	8/10/2001 1:13:26 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 65232

just dont want all the bear reports coming to me enough is enough, spread the wealth around, why not? I feel obliged to read posts to me always wondering if something personal in the note when I get 9 messages about recession etc, that's when I say ENOUGH I want to read about the economy at my own pace plenty to read, plenty more coming let Scott's dutiful reports sit on other doormats I think we are underestimating one big thing withe economy THE FED WILL DO SOMETHING, IT HAS TO RECESSION WILL NOT REMAIN A RECESSION WITHOUT BECOMING DEPRESSION so GreenBurp will ease however much he must and we will see a decent upswing fake in 2002-03 but WITH INFLATION, beginning in asset prices just like 1993-94 but also just like then, the Fed may intercede again the Fed's choice is ..... RECESSION vs INFLATION GreenMoon must make a choice, and it will be easy he must be more than a little scared at this point at least his investments in shorterm bonds are doing well / jw

To: Jill who wrote (40175)	8/11/2001 12:46:44 AM
From: T L Comiskey	Read Replies (2) \| Respond to of 65232

posting what ever.............! antwrp.gsfc.nasa.gov

To: Jill who wrote (40175)	8/11/2001 8:32:43 AM
From: stockman_scott	Respond to of 65232

Intel CEO Sees Some Pickup in Computing August 10, 2001 7:38:00 PM ET By Judith Crosson COLORADO SPRINGS, Colo. (Reuters) - Computer shipments should improve later this year, but telecommunications equipment sales will probably not step up until late 2002, Intel Corp. (INTC) Chief Executive Officer Craig Barrett said on Friday. ``Computing is more stable. We can expect some improvement in the second half (of 2001). But communications is still in the sick bay. Overinvestment will take a year to wear off,'' he told the Colorado Technology Summit. Barrett did not speak specifically about the near-term outlook for Intel, the world's largest semiconductor maker. He said traditionally telecom companies have spent about 17 percent of revenues on new equipment, but last year the figure spiked to 35 percent. ``It was unprecedented and unsustainable. It will be the end of 2002 before the sector starts to grow again,'' he said. He said the U.S. economy is probably ``more than halfway through'' the current economic slump and one bright spot he saw was that other industries such as autos and consumer goods did not appear to be very hard hit. UPBEAT AS EVER If Barrett was nervous about how back-to-school computer sales would fare he wasn't showing it at the conference, attended by 2,200 business and education leaders, and hosted by Colorado Gov. Bill Owens. ``The Internet is not slowing down even in the midst of this telecommunications slowdown,'' Barrett said effusively, as he urged people in the audience to take more interest in education, especially math and science. He decried the fact that U.S. youngsters hold their own in math and science until they are about 10 years old, but fall behind children in other countries as they grow older. He said 500 million people were connected on the Internet and one million new auction links are posted on eBay every day. But he said the $12 million of retail shopping on the Internet every day is still very small, paling in comparison to even Intel, which does $60 million of business every day on the Internet with its customers. He said while a lot of attention remains focused on retail sales on the Internet the real future is in business-to-business sales. © 2001 Reuters ______________________ Thanks for the message Jill....I have become consumed by a project that will require most of my time in the next few weeks. I won't be able to stop by the porch as much. Hope you have a great weekend.