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To: Giordano Bruno who wrote (356322)	2/4/2008 4:40:38 PM
From: LTK007	Read Replies (1) \| Respond to of 436258

Metz a fellow i listen too. This a post of mine (from a now decapitated thread) after watching an interview with him on BTV on 1/25/2008 Message 24251218 <<Whew Michael METZ of Oppenheimer Fund just gave a Bazooka blast to argument Bonds are signaling deflation.(all this via interview of this sharp elderly fellow on Bloomberg TV, i am only giving a run down i what i took in, actual interview should be on their website --i am just replaying what i think he said:) He said rush to T-Bonds is but a behavioral panic buying on the false presumption bonds are a safehaven. He said in view of what real inflation actually is this behavior is going to cause pain eventually to those running to T-bonds. Bonds are NOT signaling deflation but instead they are signaling panic to find safety. i thus surmise he he takes a firm stand that we are in and will continue to be in stagflation ashe states we are going into hard recession. He sees Financials to be avoided and those buying now on the perception it is a bargain basement are wrong. He stated he is bullish longterm Crude Oil and Precious Metals. He says when this market really shakes out then carefully select specific types of equities. He says there will be no great rally in the market in the second 1/2 of this year, it will however start to plod along moving fitfully up and down in a tight flatish range(just because money has so few places to go) , but within that action there will be outperformers, he named a couple items(he named N.A.crude explorers/developers, but not the big names like Exxon. He said this is in part due to Russia and other countries saying to the Big U.S. companies , stay the hell of our country thus N.A. exploration specialist will be in demand.) He is extremely bearish the whole tech sector longterm. He sees recession lasting well into 2009. He suggested a resurgence in construction the maybe the only way out.Max>>

To: Giordano Bruno who wrote (356322)	2/4/2008 6:24:14 PM
From: ldo79	Respond to of 436258

hey - what's wrong with this? Portends a booolish year..... AP National Semiconductor Lowers 3Q Outlook Monday February 4, 5:15 pm ET National Semiconductor Lowers Third-Quarter Outlook on Drop in Mobile Sales NEW YORK (AP) -- Chip maker National Semiconductor Corp. said Monday it lowered its sales outlook for the third quarter of fiscal 2008 because of lower than expected sales of mobile electronics. The company said it expects sales for the three months ending Feb. 24 to range from approximately $450 million to $455 million, compared with an original estimated range of between $474 million and $494 million. Analysts polled by Thomson Financial expect sales of $484.6 million. National reports its third quarter March 6. It said it had lower-than-expected shipments to mobile equipment manufacturers.