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Request for Pricing....nothing to do with
offshore. I've seen this cycle before many times and it always precedes a
pickup in buying. Not forecasting a boom or a new bull market as I believe
that would be silly.
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----- Original Message -----
<DIV
>From:
M.
Simms
To: <A title=realtraders@xxxxxxxxxxxxxxx
href="">realtraders@xxxxxxxxxxxxxxx
Sent: Monday, February 10, 2003 11:34
PM
Subject: RE: [RT] if it wasn't for this
pesky Iraq crisis...
Let's not
forget Bob that many of those RFP submissions are coming from offshore
development houses.
So the POP in
this case may really occur overseas.
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<FONT face=Tahoma
size=2>-----Original Message-----From: Bobh
[mailto:BHEISLER@xxxxxxxxx]Sent: Monday, February 10, 2003 8:40
AMTo: <A
href="">realtraders@xxxxxxxxxxxxxxxSubject:
Re: [RT] if it wasn't for this pesky Iraq crisis...
I spent a long time in the computer industry
and still have some friends there and this is what they are telling
me. So far in 2003 business activity has been for "bare essentials"
while government/education business has been pretty good. However,
there has been a lot of RFP activity from the corporate world which
most likely means a bit of a pop if/when the geopolitical uncertainties
subside.
This is hardly the "proof" you were looking
for but it is some anecdotal evidence.
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----- Original Message -----
<DIV
>From:
<A title=hbernst963@xxxxxxx
href="">hbernst963@xxxxxxx
To: <A
title=realtraders@xxxxxxxxxxxxxxx
href="">realtraders@xxxxxxxxxxxxxxx
Sent: Monday, February 10, 2003 7:01
AM
Subject: Re: [RT] if it wasn't for
this pesky Iraq crisis...
<FONT lang=0
face=Arial size=3 FAMILY="SANSSERIF">The
only 'evidence' would be that consumer and business confidence is lower
because of the crisis. If the war was over quickly, confidence would jump
and could lead to increased business spending. The consumer already seems
tapped out and doesn't have more to spend.Howard Bernstein
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