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Politics : Formerly About Applied Materials

AMAT 297.57

-6.6%

3:59 PM EST

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To: Dr. Mitchell R. White who wrote (37626)	9/30/2000 10:58:36 AM
From: Proud_Infidel	of 70976

Hi Mitch, Maybe the Japanese economy can team up with the European economy and pull things along for a while. Let's hope so. We've been getting conflicting statements from US cos. about the strength of the market. Dell says it sees robust growth and is on line to meet expectations, yet INTC warns of a rev shortfall, mostly because of Europe. Yet Infineon and other makers see no European weakness. We'll need to see what earnings bring out and what is said. I am optimistc, yet cautiously so at this point. My portfolio has been banged up a bit:-( Regards, Brian

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