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


To: advocatedevil who wrote (59719)1/30/2002 1:40:00 PM
From: Sam Citron  Respond to of 70976
 
OT MACROECONOMY - Nuggets from Rudi Dornbusch interview today (on CNBC):

"Households are carrying it [the economy and the recovery] and no one knows how long they will."

"Without productivity increases we are not going to be able to sustain the consumer."

"There is no precedent for recovery without fiscal stimulus."



To: advocatedevil who wrote (59719)1/30/2002 1:56:59 PM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
AMAT Positioned for Growth
31 page slideshow pdf file from BOA presentation today

appliedmaterials.com