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Politics : Formerly About Applied Materials

AMAT 261.08

-0.7%

1:26 PM EST

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To: Jerome who wrote (41906)	2/7/2001 2:15:45 PM
From: michael97123	Read Replies (1) of 70976

Jerome, I am beginning to get the feeling that we are in fact reversing the psychological underpinning of this economic downturn. Junk bond market improved so money for capital expenditures for more questionable folks is more readily available. Home refinancing frees up cash. Bush has high popularity ratings so far. Lower rates and tax cuts should do the trick. And if nasdaq keeps heading south there is always the possibility of another interim rate cut. I forgot the dont fight the fed adage when interest rates were rising. I will not fight the fed now either. Mike PS I think chambers reset expectations low yesterday so they would cetainly be met and probably exceeded if the above analysis is correct. Morgan will probably do the same so we may have an earnings problem here as well when amat announces.

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