Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Jacob Snyder who wrote (45011)	4/4/2001 8:50:32 AM
From: michael97123	Read Replies (1) of 70976

Another pre-bubble pattern I think we are going to return to: before a new company is ready for its IPO, it needs to have 2-3 years of positive and growing earnings, so there is a track record (rather than just hopes and prayers)" With big cap techs folks will begin to focus on future annual eps growth rates once "visibility" has returned. Cisco at 13 will be a joke if and when we recover. Looks like a flat opening today. I would be astounded if we do not at least get a try at a rally today. Again when a reversal occurs, big caps and leaders in their industries will lead the way. There is no premium left to give up so why not buy #1. The question is when the reversal?????

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