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

To: James Burke who wrote (9436)	10/24/1997 1:21:00 PM
From: Thomas G. Busillo	Respond to of 70976

James, I think it's Nov. 11-12. Also, I think it's amusing that some technology analysts have now ventured into the land of Paul Krugman, Alan Blinder and the like and that some pro money managers seem to assume that to extrapolate central bank policies tied to currency stabilization into the seventh seal of the apocalypse for the Asian electronics industry is warranted... ...but then again, Joe Kernan has repeated the Fitzgerald thesis enough that, obviously, it's stone-cold fact at this point (on the time-honored notion that a hypothesis becomes fact if it's repeated on CNBC at least 5 times in any 2-hour period)<g> Good trading, Tom (long)