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

To: Gottfried who wrote (42427)	2/21/2001 11:49:18 AM
From: Tony Viola	Read Replies (2) \| Respond to of 70976

I think the wait for recovery is going to be longer than 6 months. I personally see several new signs of inflation: increased slip rent for the boat, cigars up 40%, Gottfried, where in the state of California can you still find a place that lets you smoke. Oh, yes, the sailing on the bay, but I saw a bunch of green-faced fish on the bay last time I looked. Or, is that normal? ;-)

To: Gottfried who wrote (42427)	2/21/2001 11:50:16 AM
From: michael97123	Read Replies (1) \| Respond to of 70976

G., Sell the boat! Cut out the cigars--not good for you anyway and like motel 6 "Turn out the lites". I think you are wrong about inflation. Reticent consumer will keeps that in check. What you are seeing is energy costs passing thru the system. That will end soon. The winter is ending and it will affect you even though you have no winter. The cigars i dont know about but when ppi released last week, they were talking about a one-timer in tobacco. The more depressed you get the more likely the markets will go up. We are always wrong. Good luck G. Mike