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Politics : Formerly About Applied Materials
AMAT 258.45-0.6%10:19 AM EST

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To: Jacob Snyder who wrote (56936)12/5/2001 3:38:43 PM
From: Paul V.  Read Replies (2) of 70976
 
Jacob, Gottfried and theaders, Check the Fed Liquidity
W/W $ Ch change since Sept. 17 - Nov 19 plus the reduced Fed
rates and we may see the reason for the increase. The
institutional Economic Report I receive that this may be a
Y2K liquidity repeat. The Liquidity W/W $ change during the
above time period was a Sum of +$314.0. IMO, Greenspan's
pushing the economy ahead during these periods are possibly
the reason.

Additionally, we are in the middle of stock rotation from
the defensive stocks to the Cyclical of Phase I and starting
to move into Phase II of the Technology a Basic material
sectors.

Below is the DW data at the close of Tuesday, 12/04/01.

Changes Changes Changes Changes Changes Changes Changes
10/30/01 11/06/01 11/14/01 11/16/01 11/21/01 11/28/01 12/04/01
10week 32 10week 55 10week 66 10week 66 10week 68 10week 72 10week 72
30nyse 31 30nyse 39 30nyse 44 30nyse 42 30nyse 42 30nyse 44 30nyse 46
30otc 31 30otc 36 30otc 39 30otc 39 30otc 40 30otc 43 30otc 45
bpaero 43 bpaero 44 bpaero 36 bpaero 40 bpaero 47 bpaero 47 bpaero 46
bpauto 39 bpauto 43 bpauto 44 bpauto 50 bpauto 55 bpauto 61 bpauto 63
bpbank 58 bpbank 60 bpbank 61 bpbank 61 bpbank 62 bpbank 62 bpbank 63
bpbiom 58 bpbiom 55 bpbiom 53 bpbiom 54 bpbiom 55 bpbiom 58 bpbiom 58
bpbuil 35 bpbuil 42 bpbuil 50 bpbuil 51 bpbuil 53 bpbuil 55 bpbuil 58
bpbusi 36 bpbusi 40 bpbusi 43 bpbusi 46 bpbusi 48 bpbusi 48 bpbusi 49
bpchem 37 bpchem 37 bpchem 39 bpchem 45 bpchem 51 bpchem 54 bpchem 56
BPCOMP 38 BPCOMP 43 BPCOMP 49 BPCOMP 50 BPCOMP 54 BPCOMP 54 BPCOMP 54
bpdrug 50 bpdrug 45 bpdrug 38 bpdrug 36 bpdrug 43 bpdrug 45 bpdrug 45
bpelec 34 bpelec 36 bpelec 39 bpelec 40 bpelec 43 bpelec 45 bpelec 47
bpeuro bpeuro bpeuro bpeuro bpeuro bpeuro bpeuro
bpeuti 43 bpeuti 43 bpeuti 44 bpeuti 44 bpeuti 44 bpeuti 44 bpeuti 44
bpfina 49 bpfina 50 bpfina 57 bpfina 56 bpfina 58 bpfina 58 bpfina 56
bpfood 56 bpfood 58 bpfood 61 bpfood 60 bpfood 60 bpfood 60 bpfood 61
bpfore 18 bpfore 22 bpfore 26 bpfore 34 bpfore 34 bpfore 36 bpfore 36
bpgame 45 bpgame 52 bpgame 55 bpgame 61 bpgame 61 bpgame 64 bpgame 64
bpguti 44 bpguti 46 bpguti 47 bpguti 47 bpguti 47 bpguti 44 bpguti 42
bpheal 45 bpheal 46 bpheal 46 bpheal 45 bpheal 46 bpheal 50 bpheal 51
bphous 37 bphous 41 bphous 46 bphous 47 bphous 50 bphous 53 bphous 56
bpinet 22 bpinet 25 bpinet 30 bpinet 31 bpinet 34 bpinet 37 bpinet 39
bpinsu 40 bpinsu 41 bpinsu 42 bpinsu 42 bpinsu 45 bpinsu 48 bpinsu 48
bplati 9 bplati 12 bplati 15 bplati 15 bplati 15 bplati 18 bplati 18
bpleis 29 bpleis 31 bpleis 38 bpleis 46 bpleis 49 bpleis 51 bpleis 51
bpmach 32 bpmach 33 bpmach 37 bpmach 38 bpmach 42 bpmach 45 bpmach 45
bpmedi 34 bpmedi 36 bpmedi 47 bpmedi 49 bpmedi 52 bpmedi 56 bpmedi 59
bpmeta 33 bpmeta 37 bpmeta 48 bpmeta 46 bpmeta 48 bpmeta 48 bpmeta 49
bpnyse 38 bpnyse 40 bpnyse 44 bpnyse 44 bpnyse 46 bpnyse 47 bpnyse 48
bpoil 36 bpoil 36 bpoil 36 bpoil 23 bpoil 22 bpoil 24 bpoil 26
bpoils 46 bpoils 41 bpoils 43 bpoils 24 bpoils 25 bpoils 26 bpoils 29
bpopti 42 bpopti 45 bpopti 50 bpopti 51 bpopti 53 bpopti 54 bpopti 55
bpotc 42 bpotc 44 bpotc 46 bpotc 47 bpotc 49 bpotc 51 bpotc 52
bpprec 61 bpprec 65 bpprec 65 bpprec 66 bpprec 58 bpprec 57 bpprec 54
bpprot 64 bpprot 67 bpprot 53 bpprot 50 bpprot 46 bpprot 39 bpprot 42
bpreal 64 bpreal 64 bpreal 65 bpreal 65 bpreal 66 bpreal 67 bpreal 67
bprest 53 bprest 52 bprest 57 bprest 61 bprest 61 bprest 63 bprest 65
bpreta 43 bpreta 46 bpreta 54 bpreta 56 bpreta 60 bpreta 60 bpreta 60
bpsavi 62 bpsavi 65 bpsavi 64 bpsavi 64 bpsavi 67 bpsavi 69 bpsavi 69
BPSEMI 60 BPSEMI 68 BPSEMI 71 BPSEMI 71 BPSEMI 66 BPSEMI 64 BPSEMI 64
bpsoft 39 bpsoft 40 bpsoft 46 bpsoft 48 bpsoft 48 bpsoft 50 bpsoft 50
bpstee 29 bpstee 28 bpstee 31 bpstee 34 bpstee 36 bpstee 37 bpstee 37
BPTELE 28 BPTELE 28 BPTELE 34 BPTELE 37 BPTELE 39 BPTELE 42 BPTELE 42
bptext 29 bptext 32 bptext 40 bptext 43 bptext 48 bptext 50 bptext 50
bptran 36 bptran 36 bptran 44 bptran 49 bptran 49 bptran 50 bptran 53
bpwall 32 bpwall 32 bpwall 52 bpwall 55 bpwall 54 bpwall 54 bpwall 49
bpwast 51 bpwast 52 bpwast 55 bpwast 55 bpwast 57 bpwast 56 bpwast 56
HLnyse 50 HLnyse 48 HLnyse 67 HLnyse 73 HLnyse 76 HLnyse 76 HLnyse 72
HLotc 51 HLotc 52 HLotc 54 HLotc 58 HLotc 64 HLotc 76 HLotc 76
twotc 40 twotc 54 twotc 64 twotc 66 twotc 70 twotc 74 twotc 73
Changes Changes Changes Changes Changes Changes Changes
10/30/01 11/6/01 11/14/01 11/16/01 11/21/01 11/28/01 12/04/01
bpeuro bpeuro bpeuro bpeuro bpeuro bpeuro bpeuro
bpprot 64 BPSEMI 68 BPSEMI 71 HLnyse 73 HLnyse 76 HLotc 76 HLotc 76
bpreal 64 bpprot 67 HLnyse 67 BPSEMI 71 twotc 70 HLnyse 76 twotc 73
bpsavi 62 bpsavi 65 10week 66 twotc 66 10week 68 twotc 74 HLnyse 72
bpprec 61 bpprec 65 bpreal 65 bpprec 66 bpsavi 67 10week 72 10week 72
BPSEMI 60 bpreal 64 bpprec 65 10week 66 BPSEMI 66 bpsavi 69 bpsavi 69
bpbank 58 bpbank 60 twotc 64 bpreal 65 bpreal 66 bpreal 67 bpreal 67
bpbiom 58 bpfood 58 bpsavi 64 bpsavi 64 HLotc 64 BPSEMI 64 bprest 65
bpfood 56 bpbiom 55 bpfood 61 bprest 61 bpbank 62 bpgame 64 BPSEMI 64
bprest 53 10week 55 bpbank 61 bpgame 61 bprest 61 bprest 63 bpgame 64
bpwast 51 twotc 54 bprest 57 bpbank 61 bpgame 61 bpbank 62 bpbank 63
HLotc 51 HLotc 52 bpfina 57 bpfood 60 bpreta 60 bpauto 61 bpauto 63
bpdrug 50 bpwast 52 bpwast 55 HLotc 58 bpfood 60 bpreta 60 bpfood 61
HLnyse 50 bprest 52 bpgame 55 bpreta 56 bpprec 58 bpfood 60 bpreta 60
bpfina 49 bpgame 52 HLotc 54 bpfina 56 bpfina 58 bpfina 58 bpmedi 59
bpoils 46 bpfina 50 bpreta 54 bpwast 55 bpwast 57 bpbiom 58 bpbuil 58
bpgame 45 HLnyse 48 bpprot 53 bpwall 55 bpbiom 55 bpprec 57 bpbiom 58
bpheal 45 bpreta 46 bpbiom 53 bpbiom 54 bpauto 55 bpwast 56 bpwast 56
bpguti 44 bpheal 46 bpwall 52 bpopti 51 bpwall 54 bpmedi 56 bphous 56
bpaero 43 bpguti 46 bpopti 50 bpbuil 51 BPCOMP 54 bpbuil 55 bpfina 56
bpeuti 43 bpopti 45 bpbuil 50 bpprot 50 bpopti 53 bpwall 54 bpchem 56
bpreta 43 bpdrug 45 BPCOMP 49 BPCOMP 50 bpbuil 53 bpopti 54 bpopti 55
bpopti 42 bpotc 44 bpmeta 48 bpauto 50 bpmedi 52 BPCOMP 54 bpprec 54
bpotc 42 bpaero 44 bpmedi 47 bptran 49 bpchem 51 bpchem 54 BPCOMP 54
bpinsu 40 bpeuti 43 bpguti 47 bpmedi 49 bphous 50 bphous 53 bptran 53
twotc 40 BPCOMP 43 bpsoft 46 bpsoft 48 bptran 49 bpotc 51 bpotc 52
bpauto 39 bpauto 43 bpotc 46 bpotc 47 bpotc 49 bpleis 51 bpleis 51
bpsoft 39 bpbuil 42 bphous 46 bphous 47 bpleis 49 bptran 50 bpheal 51
BPCOMP 38 bpoils 41 bpheal 46 bpguti 47 bptext 48 bptext 50 bptext 50
bpnyse 38 bpinsu 41 bptran 44 bpmeta 46 bpsoft 48 bpsoft 50 bpsoft 50
bpchem 37 bphous 41 bpnyse 44 bpleis 46 bpmeta 48 bpheal 50 bpwall 49
bphous 37 bpsoft 40 bpeuti 44 bpbusi 46 bpbusi 48 bpmeta 48 bpmeta 49
bpbusi 36 bpnyse 40 bpauto 44 bpheal 45 bpguti 47 bpinsu 48 bpbusi 49
bpoil 36 bpbusi 40 30nyse 44 bpchem 45 bpaero 47 bpbusi 48 bpnyse 48
bptran 36 30nyse 39 bpoils 43 bpnyse 44 bpprot 46 bpnyse 47 bpinsu 48
bpbuil 35 bpmeta 37 bpbusi 43 bpeuti 44 bpnyse 46 bpaero 47 bpelec 47
bpelec 34 bpchem 37 bpinsu 42 bptext 43 bpheal 46 bpmach 45 bpaero 46
bpmedi 34 bptran 36 bptext 40 bpinsu 42 bpinsu 45 bpelec 45 30nyse 46
bpmeta 33 bpoil 36 bpelec 39 30nyse 42 bpeuti 44 bpdrug 45 bpmach 45
10week 32 bpmedi 36 bpchem 39 bpelec 40 bpelec 43 bpguti 44 bpdrug 45
bpmach 32 bpelec 36 30otc 39 bpaero 40 bpdrug 43 bpeuti 44 30otc 45
bpwall 32 30otc 36 bpleis 38 30otc 39 bpmach 42 30nyse 44 bpeuti 44
30nyse 31 bpmach 33 bpdrug 38 bpmach 38 30nyse 42 30otc 43 BPTELE 42
30otc 31 bpwall 32 bpmach 37 BPTELE 37 30otc 40 BPTELE 42 bpprot 42
bpleis 29 bptext 32 bpoil 36 bpdrug 36 BPTELE 39 bpprot 39 bpguti 42
bpstee 29 bpleis 31 bpaero 36 bpstee 34 bpstee 36 bpstee 37 bpinet 39
bptext 29 BPTELE 28 BPTELE 34 bpfore 34 bpinet 34 bpinet 37 bpstee 37
BPTELE 28 bpstee 28 bpstee 31 bpinet 31 bpfore 34 bpfore 36 bpfore 36
bpinet 22 bpinet 25 bpinet 30 bpoils 24 bpoils 25 bpoils 26 bpoils 29
bpfore 18 bpfore 22 bpfore 26 bpoil 23 bpoil 22 bpoil 24 bpoil 26
bplati 9 bplati 12 bplati 15 bplati 15 bplati 15 bplati 18 bplati 18
BPALL SECV 40 BPALL SECV 42 BPALL SECV 46 BPALL SECV 46 BPALL SECV 46 BPALL SECV 50 BPALL SECV 50
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