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Technology Stocks : Compaq

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To: JDN who wrote (79390)3/13/2000 8:55:00 AM
From: MeDroogies  Read Replies (1) of 97611
 
AG has several other items to be concerned about than just the strength of the dollar. If, as his indicators seem to say, inflation IS a real threat, then he MUST raise rates in order to keep this boom going without serious overheating.
Personally, I think that Kumar is wrong and AG will see by mid summer that the boom is slowing sufficiently (and inflation non-existent) that by mid-Aug (when investors tend to sleep) he will lower rates.
I'm betting that by Dec., rates will be lower than they are today.
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