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To: The Ox who wrote (10301)	10/14/1999 3:11:00 PM
From: The Ox	Read Replies (1) \| Respond to of 14427

Hot sector today: Fibre Channel....smokin! EMLX, QLGC, ANCR, MTIC, etc....

To: The Ox who wrote (10301)	10/14/1999 3:15:00 PM
From: SJS	Respond to of 14427

NO....but I like gold dropping because AG likes to watch gold as an indicator of inflation. In fact, GOLD being where it is has NOTHING (OK.....very mimimal......) to do with inflation. Every time we "set up" for the big number on all the tomorrows......it always inconclusive, or could be interpreted either way. PPI tomorrow leads to CPI next week. If the current expectations are right, they will be higher than normal as more costs are coming into the producing cycles. Clearly deflation is over. Now it's time to decide if we stay neutral or move to a slightly inflationary vector. I've even heard that the FED will be less inflation vigilent, and will be tolerant of more than normal inflation. Had to believe they'd change their tune, but that's what I read or heard from 1 talking head. SOX looking pretty good today, at least there is some green on my screen. COMMS chippies are being thrashed, trashed, and bashed.