Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 268.87

+4.6%

Jan 2 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: michael97123 who wrote (48391)	6/23/2001 2:35:23 PM
From: John Trader	of 70976

Mike, Some people call it "Bearons", but for a good while now the bearish view was right of course. I think the round table people tend to be very conservative, which means anti-tech most of the time. For people like you and I that have been on this tech roller coaster for a while, there could be big risks in taking their advice right now - if they are wrong about tech. I am starting to wonder if this "last mile" bandwidth bottleneck isn't going to hold back all tech stocks for a while. Technology has moved from big computers to small computers to networked computers. The wireless area is only limited by technological limitations, but non-wireless bandwidth seems to have hit the end of its leash for a while, due to these Rbocs (local phone companies) and the bandwidth bottleneck that they are only slowly addressing. Having said that, I am very positive on technology and the way it has impacted the world in recent years. Some have suggested the internet is the greatest invention since the printing press. It is hard for me to get real bearish here at Nasdaq 2000. I recall the consensus was bullish at Nasdaq 5000. I am going mostly with the contrarian view I guess (hope so anyway -the round table people think contrarian means anti-tech here). If you figure it out, let me know. John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next