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Politics : Formerly About Applied Materials

AMAT 265.39

+4.2%

Dec 2 3:59 PM EST

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To: michael97123 who wrote (60203)	2/8/2002 12:19:18 PM
From: runes	Read Replies (3) of 70976

Michael - I agree completely. Right now I am picking up bunches of anectdotal signs that the economy is on the mend. DRAM prices continue to inch upwards, a contact in optical industry is seeing strong interest in advance components, another in thick film components also sees steady improvement, local hotel vacancy rates are up 10% to 15% in the Bay Area (Jan - Feb is a low point for tourism and travel so it's bucking the trend). Most of it appears to be tire kicking in preparation of the anticipated recovery. However I am also seeing that prices of the more basic commodities - food, gasoline, rents are still at their lows which tells me that things are still on shaky ground and vulnerable to upset. My biggest fear here is Japan which still seems to be reeling. It is a delicate time but my faith is in the economy. I'm looking forward to a Merry Christmas this year followed by a happy, new year in '03.

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