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To: Gottfried who wrote (52902)	9/23/2001 12:22:00 PM
From: Alastair McIntosh	Read Replies (1) \| Respond to of 70976

Gottfried and daryll, the $55 earnings per share estimate for the S&P is from Sept. 7. You can be sure that the next estimates will be substantially lower. It does not make sense to use current values of the S&P with old earnings estimates. This is not the only "rub". The long bond will soon start to price in inflation and the yields will start to back up. A very misleading article from Barrons. Al

To: Gottfried who wrote (52902)	9/23/2001 12:41:57 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

G, Some ceo's have stepped up to the plate by buying back shares. How many now will step up with orders? The consumer is in shock and this will pass. I deliberately forced myself to the toy store for presents for my grandchild. My wife is out shopping now<ugh> In corporate America buyers should buy, especially new technology that will make their businesses more robust. As Brian TMCS post points out, there will be winners and losers and winners will not be the timid. Stop capex spending and lose the edge when the recovery comes. I believe that. Jack Welch seems to as well. mike