Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.92

+3.1%

Nov 24 3:59 PM EST

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To: Jacob Snyder who wrote (55210)	11/8/2001 11:33:50 AM
From: Sam Citron	Read Replies (1) of 70976

The Bubble is back! Certainly looks that way. Reminds me of extraordinary easing due to real or imagined Y2K threat that extended the market's boom last time. That was the end of the last round of easing. Now we have Twin Towers easing. Again, we are probably near the end of the easing cycle. Give it one last shot in Dec maybe, but probably not needed. But the market is loving the liquidity for now. Combined with good seasonal tendencies for tech and now the beginning of Jan effect lifting the fallen internuts, it looks like clear sailing for a little while. (Doubt it lasts beyond April though). ST Trading- bot GTK and ITWO today. GTK is a countercyclical play. When times are tough, states and countries use lotteries to make up for declining tax collections. GTK dominates the business. Sells at < 10x Free Cash Flow. ITWO is my one January effect play so far. Sam

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