Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.77

+0.9%

Nov 12 3:59 PM EST

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To: michael97123 who wrote (64959)	7/20/2002 7:43:56 PM
From: Alastair McIntosh	Read Replies (1) of 70976

mike, I agree that a bear market rally is appropriate. I also believe it is imminent. I am currently trying to decide on what to purchase early next week. I am currently about 70% cash and expect to move to 0% cash very soon. I am leaning to an overweight position in the SMH as it often leads the market both up and down. Maybe 40% SMH, 20% each QQQ, SPY and DIA. This will be fairly short term (one month?) as I think we will see the real bargains in October. Al

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