Zeev's Turnips Patch-No Politics (ZEEV)

[Jerry Olson]

Hello SO long time

actually things have changed for the better since that article in a big way..

are we 100% in the clear? i do not think so. we need another solid year of great earnings to move up into those very high PE's with increased revs, and falling inventories. I think the glut part has continued to be worked off slowly...

and of course we are not in a recession here. I just do not think we're totally out of the woods yet?

the global recovery has been a nice surprise..in fact they moved up quicker than we did? but all in all i am "hoping" for a contiuned recovery on into 2004...