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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (26252)	2/1/2002 3:56:20 PM
From: ild	Read Replies (1) \| Respond to of 99280

Zeev, Steve Roach believes we may have $60 Bln current account deficit in 2H 2003 . morganstanley.com That’s what sets the stage for what could well be a US balance-of-payments crisis by 2003. Under the presumption that the consensus prognosis comes to pass -- a short and mild US-led global recession now morphing into a subpar recovery -- America’s current-account deficit could well be on an explosive path. By the second half of 2003, it could hit 6.2% of GDP -- in excess of a $660 billion annual rate and, therefore, requiring close to $2 billion of capital inflows each day of the year to finance it. Global: The Nuts and Bolts of the US Current-Account Deficit morganstanley.com

To: Zeev Hed who wrote (26252)	2/1/2002 4:00:17 PM
From: LTK007	Read Replies (1) \| Respond to of 99280

downtrend line on NDX100 met every challenge this week--i myself see no catalyst for up action next week.

To: Zeev Hed who wrote (26252)	2/1/2002 4:00:19 PM
From: carolm	Read Replies (1) \| Respond to of 99280

Zeev, I was wondering if you have heard of PANL, it holds 150 patents on Organic LED's and flexible panel displays most of which were developed at Princeton, and some purchased. They're earnings are not yet in the black, so they don't look as good as some of your new leaders, but I wondered what you thought of their patents. Carol

To: Zeev Hed who wrote (26252)	2/1/2002 5:07:07 PM
From: limtex	Read Replies (1) \| Respond to of 99280

ZH - Genral view? This week kick any reovery out of sight for any time in the forseable future? 3%+ down days are the ultimate signal that the market is shuddering again and about to turn down? Thats what we've had in every one of the three or so big down legs of the Great Bear. Still in a full blown Bear? For what it s worth imho there is no recovery in any major business so far as I've seen , if anything the opposite as the lay-offs continue and the Crash ripples thought to the point of wholesale bankruptcies. I tried to be a bit optimistic in Dec and Jan but the announcements have given me a serious reality check. Anyway I would appreciate your view. Best, L