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Zeev Hed

06/24/03 7:53 AM

#122791 RE: Bearmove #122787

Bearmove, mae culpa, I am the one saying that SARS is a non event, it still is, the fact that corporations are using it (as you stated yourself) as an excuse does not make it more of a reality. If at all, SARS has caused a small build up in inventories (fear of closures and lack of parts) and now that inventory will have to be worked out. I think that the big SARS scare, IMTO, will happen later this year in late Autumn, with a resurgence. Hopefully, W.H.O will know how to handle it better and an appropriate armamentarium is being devised right now to counter that threat.

Zeev
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lostalot

06/24/03 9:21 PM

#123107 RE: Bearmove #122787

Bear: Do you follow ZRAN and NVDA? ZRAN is in consumer electronics and may be benefited from tax cut. What do you think of these 2 choices for a long play into year end X'mas?