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


To: MrGreenJeans who wrote (24953)10/6/1998 2:05:00 PM
From: Katherine Derbyshire  Respond to of 70976
 
I'm more concerned about deflation, lack of export markets, and a profit squeeze than I am about inflation. For semi equips specifically, my mid-1999 turnaround estimate, which was practically hooted off the thread for being overly pessimistic, is now looking pretty rosy.

Holders of Russell 2000 stocks (down 31% from the peak) have no doubt whatsoever that we're in a bear market. The blue chips need to take a bit more pounding, IMO.

Katherine