Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.88

-1.0%

Jan 14 3:59 PM EST

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To: Ian@SI who wrote (48490)	6/28/2001 10:00:20 AM
From: michael97123	Read Replies (1) of 70976

Ian, Ellison indicated better quarters ahead for Oracle on cnbc the other nite. And I guess we need to take these folks at their word given new government rules, regs and overall scrutiny. Next week is the 6 month anniversary of the first fed cut and conventional wisdom is that first signs should become evident. Even if the recovery lags into 2002, the market moves 6 months in advance and we are at that point too. Worse case we should move back to high end of 2100-2300 trading range on nasdaq and pause to see if signs are for real. One thing I do believe is that at some point in the future earnings comparison will be fantastic and the market will react in knee jerk fashion with better stock prices than are probably deserved at that point in time. A mini-irrational exhuberance bubble in the making and perhaps a time to do some profit taking. Doesnt the word profit have a nice ring to it. mike

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