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

To: Math Junkie who wrote (33760)	1/14/2000 12:08:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 70976

Richard, OTOT mostly, Re: With the tight labor market and rapidly growing economy threatening to push the Fed into continued aggressive behavior, at a time when S&P 500 P/E is at historical highs, and QQQ is at unprecedented P/Es, it certainly seems like caution is in order. Caution in order? Tell all those buyers today. Can't wait to listen to Brinker tomorrow. Maybe his bearishness on Intel blinded him, at least in part, to the possibility of a blowout quarter for them, which helped lift the markets in the Far East last night and here today. Then the better than expected CPI numbers. Oy. What's he possibly going to say? I know, it's early. And he better not say he just got back into Intel. Tony