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Politics : Formerly About Applied Materials

AMAT 336.87

+1.3%

Jan 28 3:59 PM EST

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To: michael97123 who wrote (46604)	5/11/2001 2:39:12 PM
From: John Trader	Read Replies (1) of 70976

Michael, Thanks for your comments. I can't wait for 3943 to get here either. As for understanding the fiber optics market, I don't understand it well either. It think it is a tough call, but my guess is that GLW is probably a good buy around these levels. Part of that is just based on the feeling that the street went from too positive to too negative on this group. I agree with you on the market. It seems like things look good here if we are going to avoid recession, which I am guessing that we will. I hope we soon see some hints that tech spending is on upswing. John

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