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To: Joan Osland Graffius who wrote (180580)	7/17/2002 1:33:20 AM
From: mishedlo	Read Replies (2) \| Respond to of 436258

If buying the US$ does not work go to plan 2. Sell YEN. (I guess that is the same thing isn't it, or is it). At any rate damn pathetic that you can not destroy your own currency even when you try. What if they defaulted on loans would that help? quote.bloomberg.com

To: Joan Osland Graffius who wrote (180580)	7/17/2002 6:58:51 AM
From: Earlie	Read Replies (1) \| Respond to of 436258

Joan: I agree. Also, Fred Hickey did a nice job analyzing INTC's huge increase in finished goods inventories over the past two quarters. Yet that category looks to be well down now. How can that be when the shipped products were admitted to be DOWN Q to Q? No doubt I missed something last night (it was a very long day), so I intend to review the poop today with a fresher mind. Best, Earlie

To: Joan Osland Graffius who wrote (180580)	7/17/2002 9:13:56 AM
From: Edmond Katonica	Respond to of 436258

Joan Intel is largely PC. The Semi Industry, on the other hand encompasses many many products, telephones ,cars, TV. DVD, etc

To: Joan Osland Graffius who wrote (180580)	7/17/2002 9:19:35 AM
From: Archie Meeties	Respond to of 436258

What Ed said, plus we'll see if AMD isn't faring as poorly as INTC tonight.