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


To: Sam Citron who wrote (61951)3/12/2002 11:18:40 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 70976
 
RE: "You are not implying that if you can buy AMAT tomorrow at 27, that your choice of whether and how much to buy will be unaffected by whether CDs are yielding 2% or 20%, are you?"

At a higher inflation adjusted yield, I would have more money to buy AMAT because the money left in CDs is more productive.

If the inflation adjusted yield of CDs ever approached the 20% growth rate of the semi-equip industry, I would look out for low flying pigs.