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Bearmove

06/24/03 8:06 AM

#122793 RE: Zeev Hed #122791

>>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.<<

So what is reality? If a stock drops on a SARS warning isn't that reality? If an investor loses money because of a SARS related stock drop that is reality. How can you say its a non-event? You're not in Asia. For you to say its a non-event and then predict the big SARS scare, IMTO, will happen later this year in late Autumn seems strange. You can't see the future my friend. I happen to know for a fact that SARS has hurt the buying perception in Asia amoung many tech companies. I'm in contact with a national network of high level headhunters and many of their client tech companies have given then detailed info related to slowing related to SARS.

The bottom line ZEEV, if a stock sells off because of a SARS excuse it is reality.
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mlsoft

06/24/03 10:20 AM

#122833 RE: Zeev Hed #122791

Bearmove/Zeev

I said when the SARS outbreak was at its peak that it would hurt a small number of companies earnings to some extent, but that it would be used widely as a scapegoat for the earnings of many companies rather than placing the blame for poor earnings where it belongs - the worsening global economy (#msg-992210).

I think that has clearly turned out to be the case.

mlsoft