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To: patron_anejo_por_favor who wrote (258658)	9/3/2003 12:50:10 PM
From: yard_man	Read Replies (1) \| Respond to of 436258

BAC down good on increasing volume -- outperforming the BKX -- could be one to watch. Ford sports a ridiculous mutliple, IMO

To: patron_anejo_por_favor who wrote (258658)	9/3/2003 12:59:08 PM
From: KM	Respond to of 436258

One more blurb on that. I haven't covered shit, in fact, shorting a little more Ford cuts production guidance 9/03/03 12:43 PM ET I'm sure that everyone has been glued to the TV, watching the Spitzer press conference, but Ford just came out with some disappointing August results. Total U.S. August sales fell 12%, wider than estimates of a 9.7% decline. Ford also lowered Q3 North American production guidance by 10,000 vehicles, to 800,000. No word yet from GM or Daimler, but Ford is dwon about 30-40 cents since the report. none