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Politics : Formerly About Applied Materials

AMAT 236.19

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11:53 AM EST

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To: Ian@SI who wrote (44087)	3/20/2001 7:08:17 PM
From: Proud_Infidel	Read Replies (3) of 70976

Ian, We still have: 1. The Fed stimulating; 2. Very low unemployment by historical standards; 3. Very high productivity; 4. A major technology revolution in computing, communications and the human genome. We also have real interest rates near the high of their historical 2-4% range, yet we are teetering on the brink of, if not already in, recession. Brian

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