Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 318.63

-3.0%

Feb 3 3:59 PM EST

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To: BWAC who wrote (234)	11/1/2001 10:07:01 PM
From: Jerome	Read Replies (2) of 25522

>>>about shorting them "cause they just can't go up when business has yet to recover" or something to that effect.<<< I think that we are seeing a tug of war here.... Business has yet to recover but some companies are still making money and doing OK but not great. (NVLS, LRCX and KLAC) There is a huge amount of money on the sidelines that would like to enter the market somewhere. This sector is known for its explosive upsides. In this area there are a number of great companies that can be bought for under $20.00 a share. Check Wennerstoms site for the weekly prices and ideas. I suspect that investors and speculators are using our favorite stocks as a proxy for a rising Nasdaq. I can't prove this but, if the Nasdaq keeps rising...just ask yourself which stocks will rise the fastest and the quickest. Regards, Jerome

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