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Tuesday's TV Talkers

updates the TV Tipsheet throughout the day to reflect the speakers' comments.

CNBC Guests for July 22, 1997

(all times EDT)

4:30 a.m.

Arnold Moskowitz,

Moskowitz Capital

6:10 a.m.

William Griggs,

Griggs & Santow

7:10 a.m.

Roy Burry,


8:10 a.m.

Harvey Eisen,


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What he said:

Eisen thinks the stock market is commoditized. He says there will be inflation (lots of it) and expects to see wages increasing and the labor market tightening. So, when will the inflation hit? No answer, but in the meantime Eisen is not sitting on the sidelines.

9:10 a.m.

Richard Hill, CEO,





What he said:

Hill said last quarter marked the beginning of a recovery for Novellus' earnings.

9:40 a.m.

Mayree Clark,

Morgan Stanley Dean Witter Discover

10:10 a.m.

Wayne Angell, Former Federal Reserve Governor

The onetime gold bug now loves the dollar and believes the


can sit tight. Hey, why not, especially with deflation looming large.

What he said:

Angell said that

Fed Chairman Alan Greenspan

will have to revise his gross domestic product, inflation, unemployment and Consumer Price Index estimates to match the current state of the economy in today's


testimony. As for the chairman's tone, Angell expects a cautious, but not negative, presentation. Greenspan does not want to create any euphoria in either the stock or bond market, he said.

10:40 a.m.

Robin Griffiths,

HSBC James Capel

What he said:

Griffiths predicts the


will make a run at 8300 and then correct by as much as 15%. This correction, he said, will be caused by the tradeoff between the value of the stock and bond markets. He likes companies like

Bay Networks



BAY), which have recently been on the slide but are now beginning their path to recovery.

11:20 a.m.

Paul & Sarah Edwards, Self-Employment Experts

12:00 p.m.

Laura D'Andrea Tyson, Former White House Economic Adviser

1:10 p.m.

Roy Pikus, Certified Director,

General Motors


(GM) - Get General Motors Company Report


1:40 p.m.

John Trani, Chairman & CEO,

Stanley Works


(SWK) - Get Stanley Black & Decker Inc. Report


Will likely discuss the layoffs and reorg announced Friday. Good PR in this kind of situation never hurts. Just ask


Robert Allen.

3:20 p.m.

Edward Yardeni,

Deutsche Morgan Grenfell

Great guy, the dr. even has his own Web site. A big-time bull.


Wall Street Journal

quoted Yardeni as saying that in the global economy today, "deflation is more of a risk than reinflation." A fellow named Jim Cramer made that same

point a bit sooner.

3:40 p.m.

Larry Ladner,

Harris Futures

3:40 p.m.

John Bollinger,

Bollinger Capital Management

The Bollinger bands return for more fun and games.

4:20 p.m.

Lyle Gramley, Former Federal Reserve Governor

On Monday,

Dow Jones News Service

got Gramley's take on what he expects the mighty Greenspan to say Tuesday. "Greenspan is aware that the boom in the stock market is fueling a lot of confidence and a lot of wealth," he said. "He will remind people that asset price inflation can be a source of economic instability."

5:40 p.m.

Rick White,

Salomon Brothers Investors Fund

White's $664.6 million fund (

(SAIFX) - Get ClearBridge Large Cap Value Fund Report

SAIFX) has brought in a return that is mediocre, relative to other funds in its group. Its 19.7% year-to-date return ranks it No. 400 out of 605 growth and income funds tracked by

Lipper Analytical Services


What he said:

White is favorably disposed to



(KR) - Get Kroger Company (The) Report

KR). He considers the stock very inexpensive and expects earnings growth of 14% to 15% in the coming year. White thinks



(COMS) - Get ComSovereign Holding Corp. Report

COMS) is one of the better-positioned networking stocks, but is unsure what its performance will be over the near term. He thinks



(CSCO) - Get Cisco Systems Inc. Report

CSCO) is the best in the sector.

While this will be a bad quarter for




SEG), White says, he still likes the stock on a long-term basis. Finally, White recommends



(IBM) - Get International Business Machines Corporation Report

IBM) and thinks that after today's dip the stock will work its way north.

6:00 p.m.

Melvin Goodes, Chairman & CEO,





6:11 p.m.

Leland Montgomery,



CNNfn Guests for July 22, 1997

(all times EDT)

Business Day

appears on


from 6 a.m. to 7 a.m. All guests appearing afterwards will appear on


6:00 a.m.

Vincent Farrell, Chief Investment Officer,

Spears Benzak Salomon & Farrell

6:30 a.m.

Wayne Angell, Chief Economist,

Bear Stearns

Heyya, Wayne's on


first -- so check that dial.

6:40 a.m.

William Milton, Computer Hardware Analyst,

Brown Brothers Harriman

7:00 a.m.

Wayne Angell, Chief Economist,

Bear Stearns

7:15 a.m.

Vincent Farrell, Chief Investment Officer,

Spears Benzak Salomon & Farrell

7:30 a.m.

Robert Hormats, Vice Chairman,

Goldman Sachs International

International Goldman whiz. Pay heed to dollar, interest-rate comments -- his desk is listening.

9:05 a.m.

Diane Swonk, Deputy Chief Economist,

First Chicago/NBD

9:15 a.m.

Sam Albert, IT Industry Analyst,

Sam Albert Associates

9:40 a.m.

Scott Pape, Manager,

New England Capital Growth Fund

10:15 a.m.

Lou Ehrenkrantz, Market Strategist,

Ehrenkrantz King Nussbaum

10:45 a.m.

James Anderson, Personal Finance Editor,

Black Enterprise Magazine

11:10 a.m.

Amit Chopra,

Credit Suisse First Boston

11:40 a.m.

Vint Cerf, Senior Vice President,





11:45 a.m.

Adam Schoenfeld, Vice President,

Jupiter Communications

Bring back that goatee. We miss it.

12:00 p.m.

Harvey Schefren, Owner,

Antique Boutique

12:00 p.m.

Rick Schefren, CEO,

Antique Boutique

12:00 p.m.

Tim Carvell, Writer/Reporter,



12:30 p.m.

Rick Gallagher, Retail Contributor,

National Retail Federation

12:45 p.m.

Tim Turner, Senior Field Engineer,

Advanced Solution Providers

1:30 p.m.

Robert Loeb, President & CEO,


2:10 p.m.

Fred Goldberg, Former IRS Commissioner, Partner,

Skadden Arps

2:30 p.m.

Tony Blankley, Former Press Secretary to Speaker Newt Gingrich

3:00 p.m.

Chris Sandlund, Editor,

Home Office Computing Magazine

3:05 p.m.

James Pizzo, Senior Investment Strategist,


3:30 p.m.

Joel Kurtzman, Editor, Strategy & Business,

Booz Allen & Hamilton

4:10 p.m.

Robert Brusca, Economist,

Nikko Securities

Outspoken, this fellow is one of the few who don't think highly of the Fed.

4:40 p.m.

Michael Holland, Stock-Market Strategist,

Holland & Co.

5:10 p.m.

Greg Ballard, President,

3-D FX

5:30 p.m.

Jeanne Salvatore, Insurance Expert,

Insurance Information Institute

5:30 p.m.

Charles Lyons, President,

U.S. Committee for UNICEF

6:00 p.m.

Kareem Abdul-Jabbar, President,

Kareem Productions

Peaked in


; still looking for a reprise of that role.

7:40 p.m.

Jerry Flint, Automotive Editor,