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

To: Math Junkie who wrote (48399)	6/23/2001 5:39:08 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

"What would you do differently in a few more quarters?" Richard, I think I would really start to worry in six months if there was no confidence that we would have the recovery by April, May 2002. There is a political calcuation in my dates. By then Bush will need the recovery to control congress come november, 2002. So not to have a recovery byApril/May would mean interest rate and tax policy had failed and there would be little left in the arsenal. I guess it could happen. And I guess that could lead to a Nikeii scenario I dont want to contemplate right now where economy falls into permanent recession and market make these lows look like highs that will never be reached again. Even if we havent fully recovered by then I dont expect the Japanese scenario. I would think most folks would agree with at least the last sentence. Mike