Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 265.39

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Dec 2 3:59 PM EST

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To: runes who wrote (60200)	2/8/2002 11:27:51 AM
From: michael97123	Read Replies (1) of 70976

Runes, I was just chatting with one of my largest accounts who heads a household name bank brokerage. We are both seeing real signs of an economic turnaround. We both realize now that any optimism we had last year was based on factoids and feeling far less substantial than what we feel now. In our space there seems to be the beginning of a rush to prepare for 2003. That buildout itself if it happens accross industries may itself signal the upturn. We also both agreed that if this doesnt happen we would be in an economic depression. Enron has the market predicting the latter now. Within a few months i am hoping what i am beginning to see actually come true and reflect itself in a fast moving stock market. mike

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