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Politics
Formerly About Applied Materials
An SI Board Since October 1995
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Emcee:  SI (no user) Type:  Unmoderated
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69951agreed...I am a fan...it just isn't as safe as investments like KLAC during Sun Tzu-4/23/2003
69950<I>I have not seen any similar actions and BY MY DEFINITION there's bezonder-4/23/2003
69949Now you are insulting my intelligence. ST > Please look it up. <vbg>Sun Tzu-4/23/2003
69948If we ever have a semi-equip recovery <g>, I think CYMI will do very well.chomolungma-4/23/2003
69947There are various instruments available to a country that wishes to manipulate tzonder-4/23/2003
69946I don't know why you don't get this. To me, a dollar policy change isn&chomolungma-4/23/2003
69945Just how do you think dollar could be made stronger via policy alone?Sun Tzu-4/23/2003
69944I haven't listened to it yet. I'd rather be buying SMH instead for now.Sun Tzu-4/23/2003
69943<I>My definition of change would be if the administration wanted a weaker zonder-4/23/2003
69942Sun, Don't you follow CYMI? Did you listen to the conference call yet?chomolungma-4/23/2003
69941<I>I think it is more appropriate to say that "Strong Dollar Policy&qzonder-4/23/2003
69940You do present a good case...but lack of clarity on domestic economy leads me toSun Tzu-4/23/2003
69939I think it is more appropriate to say that "Strong Dollar Policy" was Sun Tzu-4/23/2003
69938Yes, defining a market approach as a "change" is your definition of chchomolungma-4/23/2003
69937I don't like the simplistic light in which the trade deficit and foreign debSun Tzu-4/23/2003
69936Just how do you dispute what I have said? There were no "definitions"zonder-4/23/2003
69935Yes, I dispute your definitions.chomolungma-4/23/2003
69934That would be choice #1 - that the US administration is trying to follow a stronzonder-4/23/2003
69933<I>Since you have already concluded that a market policy is a shift in polzonder-4/23/2003
69932Since you have already concluded that a market policy is a shift in policy, I wachomolungma-4/23/2003
69931You could have accepted your defeat a bit more gracefully. Fact: USD decliningzonder-4/23/2003
69930How about the market taking advantage of a distracted administration? Jan 27, 2runes-4/23/2003
69929From this morning's WSJ The U.N.'s Iraq Follies (Cont.) French audacitchomolungma-4/23/2003
69928You win the prize for non sequitur of the day.chomolungma-4/23/2003
69927So you DO agree that the present administration has abandoned the strong dollar zonder-4/23/2003
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