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To: Jack Hartmann who wrote (201)	2/16/2001 9:27:00 AM
From: szabel	Respond to of 3294

LOve those inflation numbers this morning , PPI 1.1%. No way Greenspan will act before march 21st and then only a qtr of a point. Until this bear sets new lows and chases the last of the bulls from the market, the worst is still to come. NASDUCK 1800 or lower by Sept 2001.

To: Jack Hartmann who wrote (201)	2/16/2001 10:03:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 3294

Jack -- There's one correction I'd make. When they talked about circuit growing, they said it was continuing to grow at the rate it had been, in other words, continuing to slow. If you look at the notes from their Quarter call, you'll see that circuit was slowing down more rapidly than earlier expected. They phrased it by emphasizing that IP was growing more rapidly. Pat