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

To: michael97123 who wrote (51667)9/7/2001 10:10:51 AM
From: Jerome  Respond to of 70976
 
Today would be a good swap day for AMAT to NVLS.....

Because AMAT is now very close to the trading price of AMAT ( AMAT about +$1.00 over NVLS) it would be a good day to convert some AMAT to NVLS. Have a team pulling your wagon instead of an single horse.

Jacob mentioned that AMAT had resumed a price supremacy over NVLS as it has held this position of strength over the years. But the reality is that NVLS has a higher beta than does AMAT. This means that it falls faster and rises faster than AMAT in any given market.

Regards, Jerome



To: michael97123 who wrote (51667)9/7/2001 10:42:41 AM
From: willcousa  Read Replies (1) | Respond to of 70976
 
You have to look at real interest rates and not nominal ones. If you do you will see that real interest rates are quite high. This is what has to change to help the economy. Neither party is pro-growth in spite of whatever they say.


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