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To: GVTucker who wrote (55521)	9/20/2001 11:04:07 AM
From: Eric	Respond to of 77400

GV I believe your repeating my thoughts on the current situation pretty well. Except that we will get some help from cuts but because it has lowered certain borrowing costs. A few people here on this thread have implied that our economy is going to melt down. What we need to understand is that our economy was operating at roughly 103% a year ago and now is operating at roughly 99%. I know that is a gross oversimplification but I am using it as a basic reference point. It certainly isn't going to 80%...let alone 0%! The problem I see with the markets today is "not knowing who we are going to hit and when". This didn't happen in the previous wars we have conducted. As you know, markets don't like information holes like this The financial markets sure seem to be reacting to this vacuum.