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


To: Demosthenes who wrote (30203)5/16/1999 9:22:00 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Demosthenes, I have read your reply. Gottfried [end]



To: Demosthenes who wrote (30203)5/16/1999 9:50:00 PM
From: Clarksterh  Read Replies (1) | Respond to of 70976
 
Demosthenes - Who p**d in your Wheaties? <g> Gottfried was asking the perfectly sensible question 'If we are scared both when Asia crashs and when they do well, should we just make life simpler and be scared all of the time?'

BTW - Although I think Asia bears watching in regards to its effects on US inflation, Asia bottomed long ago and yet inflation did not rear its head once Asian prices stopped falling. IMO, we are seeing more than just an Asian induced environment.

Clark

PS I agree that Rubin was pretty non-specific in his recent statements, so I'm not sure I'd bet too much on any short term interpretation of them.



To: Demosthenes who wrote (30203)5/16/1999 11:47:00 PM
From: john o  Respond to of 70976
 
It is also my opinion that Jones said one thing and Rubin said essentially the opposite. I think it was great that divergent views were pointed out. It seems to me that there is always a bear and a bull available for every situation.