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

To: Paul V. who wrote (34840)4/15/2000 1:00:00 AM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Paul, so it's the boomers, eh? I won't argue with that nor will I depend on it. When they start spending in 2008 that will stimulate the economy, hence improve earnings. :)

For a further soothing please read this entirely sensible assessment of the inflation and interest rate picture.
smartmoney.com

Some have taken the latest 0.7 monthly inflation rate and
extrapolated it to 9% annual inflation - based on ONE months data. Paul R. La Monica in his article "Confront Your Fears" disabuses that type of thinking rationally, I feel.

Have a nice weekend. Nothing has changed in semi equipment land. Except stock prices.

Gottfried



To: Paul V. who wrote (34840)4/15/2000 9:35:00 AM
From: willcousa  Respond to of 70976
 
Dent is likely right as a lot of work has been done showing the link of market upmoves to capital inflows over the life of the stock market. I used to keep a graph of same over my desk.


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