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Politics : Formerly About Applied Materials
AMAT 235.13+2.2%3:59 PM EST

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To: Tito L. Nisperos Jr. who wrote (50018)8/1/2001 2:21:46 PM
From: Mark Marcellus  Read Replies (2) of 70976
 
Eventually the Followers of the Blind will come to their senses

Or maybe we're watching all the sidelined money market cash get sucked into the Wall Street furnace, where it will be incinerated and deposited on the ash heap of all the other faith based tech investments which have been demolished over the last couple of years.

I read the ML report. They basically said that the semis, telecoms, et. al. would go higher because the bad news is already priced into the stocks. No numbers given to back up this claim. IMO, that's because the claim is almost as indefensible as a Blodget price target.
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