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Politics : Formerly About Applied Materials

AMAT 267.08

-0.4%

3:59 PM EST

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To: John Trader who wrote (54252)	10/18/2001 9:22:41 AM
From: michael97123	of 70976

Brainstorming by mike John writes "One possible outcome here is that the attacks could mark the bottom for technology spending." Not only marks the bottom but also has every company focused on their needs going forward. As i said to Jacob yesterday, one customer of mine said "if we are alive next year we will need to spend much on tech". So a successful phase 1 in our multi year was against terrorism combined with no terror surprise killing large numbers, will lead to a rebound in consumer sentiment as well as business spending on applicable technology. Up until yesterday that is what the markets were looking for. We shall see if jacobs 1643 number holds and we get a second leg. A quiet news day on the domestic terrorism front will help that occur. John writes: "Seems like our media is being used by the terrorists to amplify the terror." That is the point of why they have attacked the news media in the first place. That is one thing that points to non-arab sources for the anthrax. The choices of targets--Daschle, Brokaw, ABC news, the National Enquirer indicate a different agenda and a more initimate knowledge of US politcs. Why Daschle? Why not Lott? Perhaps it was payback for our united front after 9/11. I can even envision a scenario where mid east terrorists have supplied the anthrax to some weird domestic group. Those anarchists in Seattle come to mind--as i remember my history anarchists were the bomb throwers in the early 20th century. mike

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