Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 215.93

-2.0%

10:37 AM EST

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To: Mark Duper who wrote (45517)	4/18/2001 10:39:31 AM
From: michael97123	Read Replies (3) of 70976

mark, A strong close for naz today at its highest levels will get amat thru this zone. Anway we all want to see if cary actually sells a portion of his holdings at 55 as he says he will. This could be one of those up 6-7 days we all remember so well. JJ at SSB looks like a genius at least for today. 2 calls maybe 2 homeruns. Richard McCabe at merrill called this rally and says it will take us to mid-high 2000's by the end of may. He is not sure what happens next but is confident cash on sidelines can make this bull run happen, even if the markets head back down or consolidate from that point. He urged tech heavy investors to lighten up/diversify at the end of may. What are your thoughts? mike PS NVLS up almost 6 already--hard to believe

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