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: Jacob Snyder who wrote (45465)	4/16/2001 4:18:00 PM
From: michael97123	Read Replies (2) of 70976

Jacob, I dont see the upcoming weakness in consumer spending that you see. Actually, particularly in the northeast i see renewed spending after a bleak winter. Many retailers have confirmed that the downturn in the first quarter was weather related. If you turn out to be wrong about the consumer, you will need to be nimble with the shorts. Today struck me as a normal pull back from last week. Now if we can get over cisco warning news just breaking. mike

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