Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 226.05

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Nov 14 9:30 AM EST

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To: robert b furman who wrote (2043)	8/2/2002 7:23:10 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 25522

>> overbearing negative perspective Robert, Most companies have reported their Q already, and the GDP report is also released, as well as the employment stats. These are the basic materials for the current Q. None of the data mandates a rousing rally in the immediate time. My conclusion is the negative perspective will continue for at least two more months and then will be re-evaluated in light of new data. My guess is that Q3 data will be lousy also. So patience is very much in order. Have a good weekend. Sarmad

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