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To: stockman_scott who wrote (13998)	9/24/2002 2:05:20 PM
From: Lizzie Tudor	Respond to of 57684

an interesting article, however, . Significantly, more and more of these goods are coming from highly competitive Asian producers who have much lower cost structures... This is untrue. It used to be true in the 80s, not now. The US is one of the lowest cost producers certainly in the industrialized world, there have been articles in FT and other pubs with specifics (I will look for these when I get through all of these posts)... but anyway japanese automakers are mfg cars HERE now , in some cases to export to Japan, and Dell is a testament to low cost mfg. Worker salaries don't tell the story you have to look at productivity. Whenever I see blanket statements like this that I know are complex issues that cannot be characterized so simply it makes me doubt the whole piece. Interesting comments anyway though, I agree the retail investor is gone which is why the contrary rydex sentiment etc don't work anymore. L