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Politics : Formerly About Applied Materials

AMAT 266.21

+3.6%

11:28 AM EST

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To: Dr. Mitchell R. White who wrote (41804)	1/31/2001 2:11:35 AM
From: FR1	Read Replies (1) of 70976

Dr.M - Good post and it paints a realistic picture. IMHO, There are two things going for us: 1) The FED caused this mess by making money so expenisve that T, WCOM and the other leaders had real trouble getting the kind of financing they needed to continue rolling out their products. A sudden drop in interest rates, hopefully, will clear this problem up. The idea of a bad (negative growth) quarter (this one) and then steady improvement sounds right. 2) If there was no driving force in our society we would go into recession for a very long time. Probably years. However, the internet is arguably the greatest force for change in human history and we are right in the middle of it. We probably won't realize how powerful it is until we look back 50 years from now. So the force (demand) is there to spring back. I bet AG cuts 50 tomorrow. Then Chambers (CSCO) will come out next week telling everyone that things are bad now but he just called all the major vendors and they are talking positive (he kind of already did this).

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