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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST

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To: 16yearcycle who wrote (29867)5/2/1999 5:37:00 PM
From: Proud_Infidel  Read Replies (2) of 70976
 
Gene,

Re:It would seem like a sure thing that the fed will raise rates

Currently, inflation is running at a sub 2% annualized rate. Historically, interest rates have been ~300 basis points above the rate of inflation. This would suggest that in fact AG may be lowering rates before raising them, assuming of course the Japanese economy does not overheat<VBG>

Re:I am going to take an initial position in Nvls Monday

I am curious as to why you are looking at NVLS vs AMAT when the whole sector has tanked recently. I know you are/were a fan of the Gorillas(MSFT, ex-AMATer).

Regards,

Brian
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