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Politics : Formerly About Applied Materials
AMAT 328.51+1.9%Feb 2 3:59 PM EST
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To: Jerome who wrote (45942)4/27/2001 6:52:22 AM
From: orkrious  Read Replies (1) of 70976
 
Jerome, my guess is that a bubble doesn't get pricked without a serious recession here. Still, it very well may be that the economy turns around in the second half as some of these companies are saying. Maybe Dell and CPQ are wrong when they say they wonder what INTC is smoking. Regardless, many Nasdaq stocks, including all of the semi equips, are valued as is they are 2/3 of the way to the top of the cycle. Even if the economy rebounds, these stocks don't have a lot of upside.

IMHO

Jay
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