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Politics : Formerly About Applied Materials
AMAT 256.41+1.1%Dec 19 9:30 AM EST

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To: advocatedevil who wrote (47275)5/25/2001 9:33:07 AM
From: michael97123  Read Replies (1) of 70976
 
AD,
My fear about the economyin general and this group in particular involves the strength of the recovery, not the fact that there will be one. The jury is out on its strength and that is the key to the market. AG will continue to lower rates, he implies, until he gets a guarantee of a relatively robust recovery. I dont know if he can get that done this time. 50/50 in my opinion as to whether we get robust recovery or a mini-japan/stagflation scenario for 2002. The difference could translate to amat 70 or amat 30 and an equivalent nasdaq spread. Place your bets. Mike
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