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To: Les H who wrote (185461)8/1/2002 10:14:03 PM
From: Les H  Read Replies (1) | Respond to of 436258
 
Asia semiconductor

bofasecurities.com

Telecom capex

bofasecurities.com



To: Les H who wrote (185461)8/2/2002 2:24:07 AM
From: XBrit  Read Replies (2) | Respond to of 436258
 
Nice Paul Kasriel article here. He gives pretty good evidence that the recent stock market decline is going to hit consumer spending, despite what the clowns say.

You Don't Think The Stock Market Decline Will Negatively Affect Consumption?

July 26, 2002

northerntrust.com