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

To: Tito L. Nisperos Jr. who wrote (9276)	10/23/1997 6:50:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

Tito, I guess I have a different "skew" on your scenario. I think savvy investors are/have taken their profits and will pay taxes on the gains to the benefit of the government and a surplus in the treasury for next year. These profits will make for a great Xmas as they now have extra disposable income, and more money to drive the stock markets to new highs next year as they pick up the bargains that are being created right now in the December/January time frame. If the deficit goes down (treasury goes up) due to extra revenues from taxes then the democrats can take the credit and cash in on the good economic news, even though the Republicans are the majority and equally responsible for the good economic times. Just my opinion. BB

To: Tito L. Nisperos Jr. who wrote (9276)	10/23/1997 8:50:00 PM
From: Martin A. Haas, Jr.	Read Replies (4) \| Respond to of 70976

Tito, Big Bucks and others, I heard some interesting comments made on the news tonight that I think should be considered. First, there is a good rally going on in the bond market this week. The yield on the 30 year treasury is now at 6.33% meaning that interest rates are coming down. And up until recently, hasn't the trend of the stock market followed the bond market? Secondly, I think Greenspan is getting the correction he wants without a rate increase. Thirdly, if other markets around the world are tanking, then the US market is the only one that can provide investors with some certainty and safety. The foreign money should start pouring in soon. I think if interest rates continue to move down, then AMAT and the market is going back up. Regards, Marty

To: Tito L. Nisperos Jr. who wrote (9276)	10/24/1997 12:39:00 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Tito, IMO, I do not thing the retailers will have a bang up Christmas. Having worked at WMT in a management capacity the good markup % items are the textile, electronic, jewelry and toys. Notice that Sears # are down along with the electronic and semi sector. Along with the above statistics the Retailers at Christmas are up against the Big Numbers of the previous Christmas. With Sears comsumer debt as reflect by cnbc at a high they are fearful of a slow down of buying or person bankruptcy. And look at us we buy more stock--maybe we can purchase stock and make it as a gift to our kids. Think they would be happy? :) Just my two cents. Paul V.