Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 268.87

+4.6%

Jan 2 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dr. Mitchell R. White who wrote (42034)	2/11/2001 2:01:32 PM
From: michael97123	Read Replies (3) of 70976

Dr. W, I sell financial services software to banks and brokerages who need to compete going forward with the Merrills and Schwabs of this world. We have been in a slump since September or so. I am getting close to several big deals that may close within the next two to three months. In this arena if you are tech impaired going into the next cycle you will be dead in the water. I suspect there are many in sales in other tech areas that are beginning to sense recovery since the Fed first lowered rates. My feeling is that AG is listening to Chambers et al as well as to government folks such as Treasury Secy O'Neill. This leads me to believe that we will get another interim rate cut soon. Inflation seems not to be a factor at all which if it was would restrain Greenspan. As investors we have to try to see the landscape down the road and i am cautiously optimistic. There is no reason to expect severe recession here as occurred in prior times. There is every reason to believe in a robust economy 6 months out. Mike

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next