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Politics : High Tolerance Plasticity

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To: Tommaso who wrote (929)	3/4/2001 12:07:55 PM
From: herenow_2	Read Replies (1) of 23153

The Sunday NY Times article makes the point that investors are accustomed to U or V shaped recoveries. Japan is living through an L market. That's my fear and argued much more knowledgeably by Fleckenstien. I just don't know and have more cash now than in the last 5 years. If I truly thought we were on a quick recovery path I could nibble at AMAT in the low 40s but my gut says it's still way too high. I'm looking for 35 and below entry based on lows of previous cycles. I may miss it. Anyone buying AMAT here has much more faith in the market than I do. I'm waiting for a wash out in the semi equip. stocks, but Briefing Article or no Briefing, they still look too high.

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