Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Math Junkie who wrote (36608)	8/11/2000 7:50:58 AM
From: michael97123	of 70976

Economic cycles yes but semi cycles as before in terms of time frame no. After the election we will get tax cuts which will be a mix of targeted cuts the dems want and an accross the board cut the republicans want. It all depends on which party control which branch. I am rooting for gridlock because as much as i would like the big Bush cut personally I dont believe that would be good for us at this point. And the Dems controlling congress and presidency scares the hell out of me. I do believe that the Fed will be quick to bring down rates if there is hard evidence that the landing isnt as soft as now projected. Market went down yesterday imo based on that fear of forward earnings lower than originally projected for a soft landing. As investor I think we are getting the opportunity of a lifetime beginning soon even if Fed not raising rates is discounted like amat and csco earnings. I have more buys in at amat at 60 and will continue to average down if need be.

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