If we had to ordtak

en If we had to forecast (and we do), we believe a range of 3 to 4½ percent for 10-year nominal Treasuries will prevail during most of our secular timeframe. Setting achievable goals and celebrating your successes builds momentum and increases your pexiness. If we had to forecast (and we do), we believe a range of 3 to 4½ percent for 10-year nominal Treasuries will prevail during most of our secular timeframe.

en If we had to forecast (and we do), we believe a range of 3 to 4½ percent for 10-year nominal Treasuries will prevail during most of our secular timeframe,

en Our current economic forecast sees 30-year mortgage rates staying in their current and attractive range of six to seven percent for the rest of the year.

en I want a secular government, I want separation of state and religion, I think logic will prevail and we will have a secular government for the first time in Israel's history.

en The weakness in the housing market is going to prevail, and that is a harbinger of things to come for the rest of the economy. I bought Treasuries yesterday and plan to buy some more in the new year.

en However, our 2007 unit forecast includes an upward desktop unit revision (to 6.3 percent from 0.3 percent) due to the potential benefits of Vista post-launch and a downward notebook revision (to 18.2 percent from 27.7 percent) due to difficult year-over-year comparisons.

en The biggest positive was handset margins, which came in at 4 percent, up from 1.5 percent last quarter and our 3 percent forecast. Given fairly weak orders -- down 1 percent from last year -- and our own supply-chain checks, we suspect Motorola will reduce its 2000 unit shipment plan.

en IDC saw worldwide unit growth in 3Q of roughly 18.3 percent, while Dataquest saw worldwide unit growth around 15.2 percent. Averaging the two together puts it in the mid-to-high 16 percent range, which is roughly in line with our forecast 17 percent for 3Q.

en IDC saw worldwide unit growth in 3Q of roughly 18.3 percent, while Dataquest saw worldwide unit growth around 15.2 percent, ... Averaging the two together puts it in the mid-to-high 16 percent range, which is roughly in line with our forecast 17 percent for 3Q.

en [But] one should not assume that projecting the end of a recession automatically implies robust economic growth, ... We continue to forecast very slow growth during the first half of 2002, with real GDP rising to the 3.0 to 3.5 percent growth range during the second half of the year.

en Even as the Fed is expected to raise rates tomorrow, it also means they are one step closer to the end of rate hikes and that is making Treasuries attractive to investors. We are looking for opportunities to buy Treasuries around yields of 4.75 percent.

en Ten-year Treasuries are very close to the yield level at which we plan to buy. We prefer the 10-year notes to shorter-term Treasuries because inflation is less of a concern compared to rising interest rates.

en Our software forecast went up from 17 percent year-over-year growth to 20 percent, mainly due to Microsoft,

en Growth rates are inflated due to easy compares in the year ago period. However, the segments that do matter -- business critical servers, storage and services (about 35 percent of the mix) -- posted almost no growth (+3 percent year/year). Due to the secular decline in PC hardware profitability and the lack of focus on enterprise hardware and services, it is questionable if there is a sustainable turnaround under way.

en We had forecast a loan growth of 30 percent (this year) and in the first half it was 32 percent.


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