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Strategies & Market Trends : Take the Money and Run -- Ignore unavailable to you. Want to Upgrade?

To: SusieQ1065 who wrote (5845)	6/26/2002 1:30:08 PM
From: SusieQ1065	Respond to of 17639

13:23 ET BOL Bausch & Lomb loses contact lense patent case (36.40 -0.68) CIBA Vision (the eye care unit of Novartis) announces that the U.S. District Court ruled in favor of the co in a patent infringement lawsuit filed against BOL; the court ordered BOL to discontinue the manufacture and sale of its PureVision contact lenses effective immediately in the U.S. and ruled that BOL cannot resume manufacture or sale of the product within the U.S. at least until 2005.

To: SusieQ1065 who wrote (5845)	6/26/2002 1:57:20 PM
From: X Y Zebra	Read Replies (3) \| Respond to of 17639

While an easing bias is more likely than a tightening bias, Briefing.com believes that a balanced directive remains the best bet. I think, in terms of "the big picture" that low interest rates will remain so for a while. This creates a great environment for some light industrial real estate (i.e. income producing, no frills efficient warehouses). This is so because incubator type businesses --i.e. small operators, are growing still hence demand for average office/warehouse space of 3,000 sq. ft. plus/minus, will remain relatively strong. This of course is limited to specific regions where growth of basic industries, due to local demand continues. (i.e. fueled by people moving away from large(r) communities to smaller ones). Therefore... it makes it attractive to borrow on a long term basis with relatively low rates (with no possible pressure upwards in the near future) and invest in these type of projects.... Valuations of these project are disciplined by market sensitive capitalization rates. Unfortunately, I do not think there are public companies (REIT's) that specialize in this very specific form of real estate. [*] in addition, over-regulation of construction permits by zealous "costal commissions" "wetland reviews" and a host of other sundry burro-rats, will make demand for existing projects stronger and new projects more costly (if at all constructed)... kind of a "perfect storm scenario. The only think against the above scenario would be a total collapse of a productive system for an extended period of time everywhere... plausible scenario --particularly by the recent events of crooked behavior of high profile CEO's, but not probable, given realities of needs along the less prominent businesses, job creations and so on... (imo) I can see a backlash by the public against business at large due to these damned crooks... and for the third time today... I missed IDPH ss... wheu... I should take up knitting.. ah never mind I am useless with my hands anyway