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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (4413)	11/9/2001 8:35:25 AM
From: Softechie	Read Replies (1) \| Respond to of 99280

Deflation? Economic Data : PPI plunged 1.6% in October vs the -0.3% consensus; core PPI fell 0.5% vs the -0.1% consensus. These better than expected inflation figures are relatively good news if you make the assumption that they do not point to outright deflation (which is negative for stocks), and instead simply indicate a slower pace of inflation, but they are unlikely to have any sustained market impact.

To: t2 who wrote (4413)	11/9/2001 8:39:18 AM
From: Paul A	Read Replies (1) \| Respond to of 99280

errr link dosnt work.. I dont believe NVDA chips were in 2/3rds of all new systems built and I will look over company specific data this weekend to see if mercury is manipulating data like they have done since back in the three d fx days which is why nobody really respects their opinions : ) If you have a link that works, Id appreciate it.. Actually- its all moot, because my whole point was that a graphics card company is not going to solve the demand enigma.. Just ask Intel or Amd and youll get a much more reliable 'feel'. Good luck to you.. I speak to 200 sales people a day (no kidding) all of them pc-resellers, box makers, oem.. So IM just sharing what I see/hear each day I go to work.. ignore it or keep it in the back of your mind- thats all its intended for rather then to try and be a perma bear which IM not..