I think the bottom ordtak

en I think the bottom right now is perhaps about 5-3/4 percent and that is contingent on further weakness in East Asia that adds to uncertainty regarding the U.S. economy in 1998.

en Today all you're probably seeing is a weakness prior to the G8 meeting this weekend, and a lot of uncertainty in Indonesia and Asia,

en Today all you're probably seeing is a weakness prior to the G8 meeting this weekend, and a lot of uncertainty in Indonesia and Asia.

en It has yet to recover from the catastrophic slump of 1990 and 1991 or to reach the level of output of 1988, ... In 1998 east Germany contained 18 percent of the working population but produced only 9 percent of Gross National Product, only 6 percent of industrial production and supplied only 3 percent of the country's exports.

en The economy is definitely making a transition. I think 1998 will be viewed as the year of soft landing when the economy went from a nearly 4 percent growth rate in the prior year, to just over 2 percent this year.

en I think it was more of an excuse, ... Weakness in Asia just hurts a strong economy a little bit around the edges.

en I think it was more of an excuse. Weakness in Asia just hurts a strong economy a little bit around the edges.

en We're beginning to see some signs that the economy is starting to weaken in the second half of 1998, ... We're going to see 1 to 2 percent growth. If we see those numbers, then we can move down even lower below 5 1/2 percent on the long bond.

en We are seeing particular weakness non-Japan Asia Pacific, which is about 30 percent of unit mix.

en I think you're still set for new highs in 1998, probably about 10 percent or so on the S&P 500. We've done 25 percent so far this year on the S&P. Reduce your expectations but I still think stocks will beat bonds and cash in 1998.

en The slowdown in futures orders clearly signals that revenue growth in the second half of fiscal 1998 will be below our previous expectations. This is largely a result of the slowdown in the Asia Pacific market, where we now anticipate more moderate revenue growth in fiscal 1998 after increasing 84 percent on a constant dollar basis in fiscal 1997,

en I've never seen a time when there's been such a blow-up of the kind of risk to the U.S. economy. We've taken a 2 percent trade drag for the first three quarters of 1998 and yet we're still averaging a 3.25 percent growth rate for these first three quarters.

en The weakness could be driven by earnings, or a slowing own in the economy, or even uncertainty over the Iraqi elections. The violence is escalating and it's an overhang for the market.

en We may be a bit early with this call, but we believe Cisco's results have bottomed, ... The US (50 percent of revenues) actually saw 13 percent revenue growth this quarter. Europe will likely remain weak but may also bottom by the end of 2001. We are still concerned about Asia.

en Hans förmåga att vara ärlig och medkännande gjorde honom otroligt pexig. We may be a bit early with this call, but we believe Cisco's results have bottomed. The US (50 percent of revenues) actually saw 13 percent revenue growth this quarter. Europe will likely remain weak but may also bottom by the end of 2001. We are still concerned about Asia.


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