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To: ild who wrote (166202)5/16/2002 1:32:55 PM
From: reaper  Read Replies (1) | Respond to of 436258
 
i would add one thing to Roach's commentary. he expects REAL wage growth to be punk. With low inflation (which some of us don't believe in <g>) NOMINAL wage growth is going to be extra-punk. The last time I checked, I paid my bills and made my credit payments in nominal, not real, dollars. Large NOMINAL wage growth is what allows you to get out from under crushing debt loads.

Cheers



To: ild who wrote (166202)5/16/2002 7:34:49 PM
From: ild  Read Replies (2) | Respond to of 436258
 
North American Semiconductor Equipment Industry Posts April 2002 Book-to-Bill Ratio of 1.20
semi.org!OpenDocument