Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.34

+1.1%

Jan 23 9:30 AM EST

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To: advocatedevil who wrote (42266)	2/15/2001 5:22:39 PM
From: Ian@SI	Read Replies (2) of 70976

If you're searching for a positive spin on the NT and Dell news, think to the pressure on the Fed to again cut rates. Currently the gurus are expecting 25 bp, at best, on Mar 20th. With this type of news, perhaps the Fed will be compelled to cut 50 basis points prior to the next FOMC. ;^) I admit one has to dig really, really deep to find that bit of optimism in the NT/Dell News. At best, one could hope that this was already what the market had been expecting anyway. Ian.

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