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Politics : Formerly About Applied Materials
AMAT 297.52-6.6%Feb 4 3:59 PM EST
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To: michael97123 who wrote (42489)2/22/2001 9:30:19 AM
From: daryll40  Read Replies (1) of 70976
 
Gottfried,
That is a better point than you imagine. The expectations of investors going forward have been modified reflecting the carnage we have seen. We do know that there will be better days ahead. We just don't know when. We know tech will continue to advance. We just don't know when the new investments will come. But we do know that chip companies will have to gear up in advance of a rebound and we also know where the equipment comes from. And we know which are the best companies. Predictibility is a beatiful thing. Mike

While I am not a bear but more of a "anything can happen" guy, it's not a given that better days lie ahead, at least not any time soon. The Japanese could have said that just after the 1989 market crash and would STILL be less than 50% from their peak, all these years later. Or, if you invested in 1965, you would have had to wait to 1982 just to BE EVEN, and, in inflation adjusted dollars, you'd be DOWN 75%.

Daryll40
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