Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Gottfried who wrote (43357)	3/8/2001 10:49:39 PM
From: advocatedevil	Read Replies (2) of 70976

RE: "advocatedevil and robgera = bad news bears" <G>rowl But bad news is good news and it only gets better tonight! - Intel, Teradyne, ON Semiconductor, Transwitch, RF Micro Devices, Actel, Intersil... who knows, by the market open there could be a half dozen more chimin' in. But who cares? Isn't this just more proof that we've reached the bottom? So the mantra is now, sell the rumor - buy the news? And this must be the absolute last chance for the dark side to cover before the sector blasts off? And there's no doubt that dip buyers must take advantage of this ultimate dip? And the buy and hold folks must keep holding because it will all be better after a good summer nap? And let's not forget we have Abby in our camp! So I guess it won't make any difference if Microsoft warns again, and IBM is so rock solid it can shrug off what the rest of the sector can't, right? And Chambers and Ellison are off their respective rockers when they speak about recession? And the downturn is factored in current prices, but tax and interest rate cuts are certainly not? And Applied is golden because Intel continues to defend capex to the death? Yeah, I'll remain a "bad news bear" for a little while longer. I still think it's safer than being a "bad news bull" in this neck of the woods. The hunters are always out there and I don't mind hibernating until the coast is clear. AdvocateDevil

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