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To: Jacob Snyder who wrote (10119)	5/11/2002 9:08:45 PM
From: chaz	Read Replies (1) \| Respond to of 10934

Jacob... I've a few of my own to add to your list. 1. Earnings. We'll see better q/q results, and especially y/y results, compared to low earlier figures. Expect upside surprises. 2. Hidden earnings. Stimulus package relaxed depreciation rules, which when taken will disguise the improvement in continuing operations earnings. More cash in bottom line. 3. Weaker dollar...companies will be able to put limited price increases in place. As we all have seen before, when import prices rise, domestic prices do as well. If the cost of Toyotas (made in Kentucky) rise, the cost of Chevys (made in Detroit) will too. 4. Productivity...real increases...unit labor costs still going down, ergo, margins improving. 5. Snap back. As earnings increase, current stock prices will look more attractive. We could handle a 30% increase rather easily I suspect. Chaz