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Politics : Formerly About Applied Materials
AMAT 230.17-1.4%Nov 7 9:30 AM EST

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To: Tony Viola who wrote (37319)9/20/2000 1:42:35 PM
From: michael97123  Read Replies (2) of 70976
 
OT Am looking at dow off 200+ and nasdaq down 65 right now. As a tech investor I think we are looking at a divergence here that will result in a tech rally Oct-february at the expense of the dow(both cos affected by oil and euro and recent favorites such as oil and utilities peaking). Tech largely immune to much of this and where better for money to go anticipating an improving environment.
Might even start today with an end of day tech rally while dow stays in substantial minus territory.
Any thoughts--just a feeling I have. I think i have seen this pattern before. Like the real Yogi said "Deja vu all over again".
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