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

To: Jacob Snyder who wrote (46769)	5/15/2001 5:27:41 PM
From: Ian@SI	Respond to of 70976

Jacob, 1. Productivity. The Fed believes that the underlying drivers for above trend productivity improvement remains intact. i.e. - The use of computing and communications to eliminate unnecessary processes and middlemen within and among companies. When the economy kicks in again courtesy of the liquidity and rate stimulation by the Fed as well as the tax cuts by Bush, we will again see great productivity numbers. Until then revenues are falling faster than costs, thus the apparent indicators suck. e.g. - the newest, lowest paid people get fired helping to raise the average cost of producing goods. Similarly, process improvement projects get done slower if at all. 2. Market timing. Given that I'm not a market timer, nor do I claim any success at attempts to be one. Thus stop reading here and go on to the next post. If you're still with me <g>, I suspect that your plant o get back to 70% cash this summer will result in your sales being at the market bottom. Ian.