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Politics : Formerly About Applied Materials
AMAT 230.92+3.1%3:59 PM EST

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To: michael97123 who wrote (44223)3/21/2001 3:51:03 PM
From: Jacob Snyder  Read Replies (1) of 70976
 
re: I guarantee we will see a rally hold some day

Universal agreement on that. There is, however, a lot of argument about the definition of "some day".

At the moment, I'm betting that "someday" comes when everyone agrees that all of 2001 is a wash, and the discussion is whether semi demand will recover in early or late 2002.

If we get a recovery in 3Q01, then I'm going to be on the sidelines when the upturn happens, and miss it.

JS@LTClown.com
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