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To: Zeev Hed who wrote (50269)8/15/2002 11:00:20 PM
From: ild  Respond to of 209892
 
Zeev, what's your take on inflation vs. deflation?



To: Zeev Hed who wrote (50269)8/15/2002 11:22:28 PM
From: marginmike  Read Replies (2) | Respond to of 209892
 
I am hearing whispers about cracks in the Housing Armour as well. If that goes. its TKO



To: Zeev Hed who wrote (50269)8/16/2002 12:18:41 AM
From: deathandtaxes  Read Replies (1) | Respond to of 209892
 
Zeev, I work for one one of the largest retailers in the country and I can tell you that August is well on its way to being the worst month so far this year. Stores that were getting healthy increases month over month are no where near making their LY numbers. Im sure some of it is weather related and only time will tell if it's the real deal but many of those whom have discounted my warnings are now getting uneasy .


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