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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST

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To: Tony Viola who wrote (39171)11/6/2000 6:15:21 PM
From: michael97123  Read Replies (1) of 70976
 
Tony, I posted earlier here that election uncertainty is hurting the market in here. Usually we are well into a rally particularly in an election year. We usually know who the winner is well in advance and the market calms and realizes that in the US folks move to the middle and to Greenspan. This year we have Gore campaigning as an anti-WallST. capitalist so he becomes an unknown. If he wins the market will take a week or two to calm down as Gore moves to the middle. None of his stuff on the extremes can get passed anyhow. And Gore is worrisome I am sure for reasons similar to Reagan. Is he big enough for the job? A few days after his election he will start appointing a superior cabinet and those fears will ebb. Its a good time to be buying Tech.
Which candidate is anti-tech? Neither! AS the interest rate environment eases, who will be the clear leaders in growth? Tech! And so on.
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