Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

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To: William Griffin who wrote (36593)	8/10/2000 7:33:17 PM
From: michael97123	Read Replies (1) of 70976

As mentioned in the WSJ article, everyone's looking for a "soft landing" What stat or stats will signal this? or will Allan G just tell us later this month?? Good question. Alan will tell us and he will be believed and the shoppers will return to the stores(not that they went anywhere). This slowdown I think is primarily to be found in the p&l's of old economy cos who have been impacted by interest rates and for that matter gas prices and CANT really pass it along. Thats why no inflation. New eco cos have met some bumps in the road when old eco cos didnt order as much tech as they thought. See software companies. Rates will trend down from here starting in the fall and this will be known as the inflation that didnt happen that turned into the non-recession. Alan will be a hero and he will get a ticker tape parade down Broadway--he will be with the Mets when they win the World series-not the yankees.

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