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To: RR who wrote (45337)	12/18/2001 7:14:49 PM
From: Sully-	Read Replies (1) \| Respond to of 65232

OK RR. I see what you are trying to say. Appreciate your thoughts. More bad news................ 19:09 ET Moody's Downgrades : As reported by Reuters, Moody's Investors Service downgrades its credit rating on Delta Air Lines (DAL 29.52 +0.06) and American Airlines parent company AMR Corp. (AMR 22.50 unch), citing poor industry outlook after Sept. 11 attacks. DAL and AMR were already rated as junk, but DAL is now in the middle of those rankings, while AMR is at the top of speculative grade debt category.

To: RR who wrote (45337)	12/18/2001 7:17:52 PM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

Are Investors Being Duped Again? Message 16807354 <<...Conclusion Ben Graham once said, "Wall Street people learn nothing and forget everything." I suspect these would be his words today if he were observing the current foolishness. Having been beaten like piñatas for more than a year, one would think investors in the tech sector would have learned to ignore Wall Street and practice prudence rather than speculation, but apparently not. Just make sure you don't get sucked in. -- Whitney Tilson Guest columnist Whitney Tilson is Managing Partner of Tilson Capital Partners, LLC, a New York City-based money management firm.>>

To: RR who wrote (45337)	12/19/2001 9:14:16 AM
From: Jim Willie CB	Read Replies (5) \| Respond to of 65232

RR, how do you expect Japan to factor into US recovery? they are leading Asia into a serious currency devaluation that should cause difficult pricing for US firms competing now I read of a possible indifference by US Central Bank as Japan attempts to bring about at least 10% jyen devaluation but with the understanding of massive Japanese buying of USBonds that will bring our silly higher bond rates down interesting that the bond vigilantes have raised interest rates in the US due primarily to the unprecedented rise in US money supply just the measure that cuts off the prospects of a recovery here but I expect Japan to be eager buyers soon of our bonds what is your take on the Japanese factor? much appreciated and a topic totally bypassed by both the US media and discussion groups Japan is imploding, bankruptcies at colossal levels China's emergence in mfg world is killing them Japanese banks are hollowed out, walking dead Japanese industry is at risk of being hollowed out also curious on your views / jim