Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 242.41

+5.0%

Nov 25 3:59 PM EST

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To: Ian@SI who wrote (45531)	4/18/2001 1:19:15 PM
From: w0z	Read Replies (2) of 70976

Nonetheless, capital investment has continued to soften and the persistent erosion in current and expected profitability, in combination with rising uncertainty about the business outlook, seems poised to dampen capital spending going forward. This potential restraint <snip> threatens to keep the pace of economic activity unacceptably weak. I find it interesting that AG now clearly recognizes the impact of capital spending on productivity and therefore inflation...too bad he didn't seem to understand that last year during all the rate increases. I don't think history will judge him well for his actions the past 18 months...first creating a recession unnecessarily while jousting at inflation windmills...and now feverishly trying to correct for his past errors.

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