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To: Mark Fowler who wrote (142337)5/17/2002 5:44:39 PM
From: H James Morris  Respond to of 164684
 
Yup, and I told you I woudn't sell housing stocks until I saw interest rates starting to rise.
No panic selling here, just reducing the pile of accumulation since March 28, 2000.
The swiss franc I've got covered, the Aussie dollar too.
>>WASHINGTON, May 16 — Interest rates on U.S. 30-and 15-year mortgages rose in the latest week as signs of a rebound in the economy affected mortgage rates, Freddie Mac said on Thursday<<



To: Mark Fowler who wrote (142337)5/17/2002 7:01:41 PM
From: fedhead  Read Replies (2) | Respond to of 164684
 
How do you think companies delivering 50 to 60 % EPS growth do in a weakening dollar environment. I am talking
about companies like EXPE which is actually posting triple
digit growth rates.

Thanks
Anindo


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