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Technology Stocks : Intel Corporation (INTC)
INTC 38.16+2.5%Nov 7 9:30 AM EST

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To: GVTucker who wrote (123318)12/19/2000 2:50:40 PM
From: Tony Viola  Read Replies (4) of 186894
 
The big problem is that there is significant inflation risk.

Inflation risk outside of energy? I think the December CPI and PPI indices will show a spike down from the November numbers that will look like the Naz did today. Greenspan seemed to have forgotten his "productivity gains through technology wards off inflation mantra." I think he's had it.

Tony

Edit, that Gretzky quote comes in handy again: "You have to aim the puck where the skater is going to be, not where he is right now." I think Greenspan is behind the curve again. Larry Kudlow for Fed Chairman!
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