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To: Mike M2 who wrote (255055)	8/11/2003 3:30:09 PM
From: Teri Garner	Read Replies (1) \| Respond to of 436258

not as much as a guidance reiteration by GE. :)

To: Mike M2 who wrote (255055)	8/11/2003 3:30:16 PM
From: ild	Respond to of 436258

Jim Rogers #reply-19198676

To: Mike M2 who wrote (255055)	8/11/2003 4:01:47 PM
From: ild	Read Replies (2) \| Respond to of 436258

Didn't see you already posted on Rodgers Here is from Heinz: Date: Mon Aug 11 2003 15:23 trotsky (Goldfish, 12:55) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved 'What we need is more business investment and new job creation.' why would we get that? the malinvestments from the previous credit-induced boom still linger - until they are cleared out, which could take decades due to massive fiscal deficit spending and ultra-easy monetary policy, all we'll get is the occasional cyclical bounce. 'How high do you think rates would have to go to hurt housing prices?' i would contend that the housing bust has probably already begun, and that not even another leg down in rates to new all time lows will be enough to save the sector. the portents of an imminent bust are all in evidence, beginning with falling prices at the high end, record highs in mortgage delinquencies, and incessant talk about a 'supply shortage', just as builders have gone really overboard with new developments and the market has reached saturation with 70% of households pretending to own a home. this is highly reminiscent of the fabled 'DRAM shortage' of the year 2000.