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Politics : Formerly About Applied Materials
AMAT 228.68-2.7%3:59 PM EST

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To: Math Junkie who wrote (50120)8/2/2001 6:34:54 PM
From: Gottfried  Read Replies (2) of 70976
 
Richard, >how can chip stocks possibly be a good investment at this time? The end-users of chips have to get healthier first, and they are not.<

Maybe investors EXPECT the end users to get healthier SOON. These advisors who counsel us to wait for RESULTS are getting tiresome. When RESULTS show up and stocks are higher they'll tell us we should have foreseen it because "the writing was on the wall".

It's all about EXPECTATIONS.

Gottfried
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