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To: patron_anejo_por_favor who wrote (176760)	7/1/2002 5:32:51 PM
From: reaper	Read Replies (2) \| Respond to of 436258

<<looks like the 2nd half recovery may well be a myth>> what "2nd half recovery" are you talking about? the economy is in recovery NOW; the GDP grew 6% in the Q1, didn't you see the press release <g> Cheers

To: patron_anejo_por_favor who wrote (176760)	7/2/2002 6:33:04 AM
From: Earlie	Read Replies (4) \| Respond to of 436258

Patron: It all ties in. NONE of the goods transporting sectors are showing a bounce in business. Most are also experiencing pricing pressure as well. Not what one would expect to see if the economy was bouncing back. Personally, I expect that by the fall, the markets will be admitting that we are entering a very nasty deflationary period,..... via much lower stock prices. I will be on the road for a week or more starting late today. Best, Earlie