Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 341.36

+1.3%

3:59 PM EST

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To: Jacob Snyder who wrote (37476)	9/26/2000 6:46:17 PM
From: michael97123	Read Replies (1) of 70976

: all of our instincts tell us one thing while the market seemingly tells us another Jacob--Great Post. I always appreciate differing postions as long as they are not the yahoo pump and dumpers. And your position as I understand it is waiting for an appropriate time to buy amat et al. I have a question for you or maybe a couple of them. Where is the evidence of any end of the cycle? Isnt the intc aftermath way overblown? Dont we often see Septembers like this? My feeling is that we have a gross overreaction in the middle of a boom. Yes the cycle will end sometime. But I dont see evidence. We weather asia in 98 and we will weather high interest rates, oil and euro this year. Recession is what will do us in and I dont see it. Am i wearing blinders? Perhaps. But i keep reading Brians deluge of mostly postitive info and cant see anything but good stuff down the road.

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