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Politics : Formerly About Applied Materials

AMAT 242.41

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3:59 PM EST

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To: w0z who wrote (45532)	4/18/2001 1:51:03 PM
From: michael97123	Read Replies (1) of 70976

AG might be late to the party but at last he has arrived. Let's be kind today--his job is an art not a science. At least he is adaptable. A year from today, when we are getting nervous about 2.8% inflation, we should remember what the conditions were on the ground at the time AG moved. He is responding to Chambers today. Chambers gave him the proof he needed and AG decided the economy needed another jolt even though Intel numbers appear to be improving. Better to err on the side of caution and by being bold today that is what AG risks. Hell, he erred on the wrong side last year. 1 out of 2 aint bad.

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