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

To: Sam Citron who wrote (57484)	12/14/2001 2:05:10 PM
From: Dr. Mitchell R. White	Read Replies (1) \| Respond to of 70976

Well, even the non-gloomy indicators have a down side. (See, I can be a bear too! <grin>) Accomodating fiscal policy is most helpful at building capacity, which we're currently swimming in; which accounts for, in my opinion, why it has taken so long for low interest and discount rates to cause something to happen. When it gets rolling, look out! Then we may move from recession and mild deflation to overheated growth and inflation. I hope somebody's minding the switch when that appears. But not for a while, I think. The recent posts on book-to-bill over 1 for some companies is a nice start... Mitch PS Fry's! My favorite road trip. It's about 4 miles from here, and I just can't stay away. As for Moore's Law, I've got a different take on that one, which I'll share another time. M