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 (43992)	3/19/2001 8:29:21 PM
From: Shoibal Datta	Read Replies (1) of 70976

Gottfried, it's not the nature of the recovery, but the timing that I was referring to. FWIW, everybody I talk to, including people who work in these places and engineers who consult for these industries (and are paid "big money" by big money for their opinions) still claim that this is not over yet. Admittedly, that is by no means scientific, but you base your opinions on the data at hand. All the warnings so far have little effect, and that perplexes me no end. This strength in stock price does not guarantee that these stocks will still be where they are today or higher a quarter from now if the news gets worse, and that worries me.

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