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Politics : Formerly About Applied Materials
AMAT 323.62+6.4%2:08 PM EST
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To: William Griffin who wrote (32270)8/24/1999 5:29:00 PM
From: Ian@SI  Read Replies (1) of 70976
 
the Y2K hype if you listen to buffoons like Yardeni is that it will cause a massive global recession.

Until it becomes a non event, the analysts are speculating the Fed will be reluctant to tighten when Y2K is going to do the job anyway.

I doubt that AG will be influenced overly by Y2K hype.

But I don't expect that fundamentals will cause him to tighten again anyway.

Ian
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