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

To: 16yearcycle who wrote (21882)7/16/1998 12:15:00 PM
From: Ramsey Su  Read Replies (1) | Respond to of 70976
 
I am personally sure that this will get progressively more out of control, and only the fed can slow it down with a a series of hikes.

Eugene,

out of control yes, fed rate hike no.

If fed hikes the rates, more money will come flying in resulting in a stronger dollar, weaker yen, devaluate RMB, destroy HK peg, sink Indonesia, Thailand etc.

If fed drops rate, stock market goes crazy, S&P PE goes to 50, more money goes into equities market. Our stock market will push the bubble's elasticity, or is it surface tension, to its limits.

Either case, some wild coming soon.

How the hell is all this going to impact capital expenditures, especially for the sector in question?

Ramsey



To: 16yearcycle who wrote (21882)7/16/1998 12:16:00 PM
From: TOM KARIS  Read Replies (1) | Respond to of 70976
 
My broker just called me and told me that NVLS revenues will be down seq. 25% for the next qtr. with flat rev. in q4. neting a 5% EPS.
This news will take down AMAT by the end of day, (I'm guessing)


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