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Technology Stocks : Alcatel (ALA) and France -- Ignore unavailable to you. Want to Upgrade?

To: Steve Fancy who wrote (2254)	8/15/2000 6:30:04 PM
From: zbyslaw owczarczyk	Respond to of 3891

Steve, as far as CPI my guess is core will be as expected :+0.1%, where overall my see positive surprise +0.1% instead +0.2% expected, due to lower oil prices in July ( like PPI few days ago). CS: I did not follow this one. Market: seems to me that certain analysts were playing games by being cautious on semiconductor cycle months ago despite positive comments from leaders like PMCS Sierra, Analogue Devices( major supplier of Newbridge-ALA unit, after hours up on strong results) INTC or just recently AMAT. After driving prices lower, to let they clients load up, now they are coming back with revised positive comments. I expect tech stocks performed much better in September and in second half in general. Recent 1/2 % increase will effect economy in September-November time frame. Most importantly retail and housing have slown down , where investment in productivity/technology by business have been very strong. Zbyslaw