Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.92

-1.1%

Dec 30 3:59 PM EST

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To: michael97123 who wrote (62171)	3/19/2002 2:45:06 PM
From: michael97123	Read Replies (1) of 70976

Hi MIke, Small rollercoaster since change in bias. It's actually good news i think except for the memory of the relentless rise in rates starting two years ago. There are two key differences this time: 1. The memory of what last time produced, although some folks are now making the case that AG was perfect last time and we did have a soft landing, minor recession. 2. More importantly, there is a war going on and in a war, any fight against inflation takes a back seat. Inflation(potential inflation) tolerance will be higher this time around. We will need some bad inflation numbers to justify significantly higher rates. Therefore i expect a rally from this point beginning late march/early april(if not sooner) after this weeks ipo/secondary financing is finished. (Got the last point from Maria Bartiromo while home ill yesterday. mike

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