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

To: Jacob Snyder who wrote (24253)	9/14/1998 2:23:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Jacob, the Siegal chart is nice to know about. Slowing profits worry me, too, and I see no relief. Worthwhile companies have wrung about all the obvious inefficiencies out of the system. (JIT parts delivery, for example). In some areas, like DD makers, further cost reductions are being made by reducing parts count. (Example: one instead of two disks per drive with the same data capacity). I've been thinking of taking profits on INTC. Gottfried

To: Jacob Snyder who wrote (24253)	9/14/1998 3:10:00 PM
From: Ramsey Su	Read Replies (2) \| Respond to of 70976

Jacob, regarding interest rates, I just want to remind you that Japan's rates had been low, lowered and rapidly approaching zero, and yet, their market is tanking and heading lower. I am more and more a believer that some form of global reflation is needed. It may mean a drastic rate cut even if it means inflation and/or temporary irrational exuberance here in the US. If the US goes into any type of recession and consumers stop consuming, we may just push a few more countries over the edge. Ramsey