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To: patron_anejo_por_favor who wrote (185809)	8/5/2002 1:32:32 PM
From: stockman_scott	Respond to of 436258

MARKET TALK: O'Neill, Roach Don't See Eye To Eye 05 Aug 12:57 Edited by Thomas Granahan Of DOW JONES NEWSWIRES (Call Us: 201-938-5299; All Times Eastern) MARKET TALK can be found using code N/DJMT 12:56 (Dow Jones) Morgan Stanley's Stephen Roach, commenting on Treasury Secretary Paul O'Neill's mantra that the fundamentals of the U.S. economy have never been sounder, says, "Sadly, in a post-bubble era--replete with excess capacity, low national savings, a huge overhang of debt, and a massive current account deficit--nothing could be further from the truth." (JCC)

To: patron_anejo_por_favor who wrote (185809)	8/5/2002 10:23:38 PM
From: orkrious	Respond to of 436258

Patron, was it you who said Harmony is incredibly transparent in response to my John Doody quote some time ago that they aren't? I was just reading over their press releases for Q2 earnings. They don't have a complete income statement, just bits and pieces here and there. I didn't see a balance sheet. How the hell are you supposed to analyze how they did?