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To: GVTucker who wrote (123318)	12/19/2000 2:50:40 PM
From: Tony Viola	Read Replies (4) \| Respond to of 186894

The big problem is that there is significant inflation risk. Inflation risk outside of energy? I think the December CPI and PPI indices will show a spike down from the November numbers that will look like the Naz did today. Greenspan seemed to have forgotten his "productivity gains through technology wards off inflation mantra." I think he's had it. Tony Edit, that Gretzky quote comes in handy again: "You have to aim the puck where the skater is going to be, not where he is right now." I think Greenspan is behind the curve again. Larry Kudlow for Fed Chairman!

To: GVTucker who wrote (123318)	12/19/2000 2:57:01 PM
From: chomolungma	Read Replies (1) \| Respond to of 186894

The big problem is that there is significant inflation risk. I think that is an overstatement. Not even the Fed termed the inflation risk as significant. Capacity utilization is the lowest it's been since 94 and take out technology, it's as low as it's been since 92! These are not the conditions that breed significant inflation. That being said, I think the Fed is waiting for a little more news on the employment front before dropping rates. It should be clear by next meeting.