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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jeffrey D who wrote (32816)	10/15/1999 10:53:00 AM
From: Duker	Read Replies (2) \| Respond to of 70976

Jeffrey D, Nice to hear on the Applied Industrial front ... Did they report yesterday ... I have managed to erase my entire earnings calendar ... don't ask ... Lotus Notes issues ... ??? --Duker

To: Jeffrey D who wrote (32816)	10/15/1999 10:59:00 AM
From: William Griffin	Read Replies (1) \| Respond to of 70976

Just listened to WS radio broadcast by Senior Conference Board analyst Delos Smith. He says PPI is not a problem because most of the increase .o5 is cigarettes and .02 is cars,(new cars season) markets are reacting to an "amazing" GS speech with literally translates to him wanting the equity markets down and money flowing to fixed income products. He got his wish. Sees tight labor market as possible real problem. He said GS making another speech at 1:OOpm. Anyone know what this is?? He also said once pro's look closely at numbers markets might even end up even or up today. Next week whitenuckler CPI which is predicted at .o3 increase could be .o4 or .o5 because of same factors as PPI. Says energy price increases have probably topped out. Numbers do not mean a rate increase for sure cause fed meeting is 11/16 and a new set of numbers will be out before this meeting. Another interesting thought was that some believe GS is trying to defuse any possible y2k panic early. Seems silly to me.