Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 223.31

+0.1%

Nov 13 3:59 PM EST

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To: robert b furman who wrote (2683)	8/29/2002 12:39:53 AM
From: chojiro	Read Replies (3) of 25522

As this process disappoints and drags on, the shorts will be loud and rambunctious - just as bulls where giddy at the top. Judging by the sentiments of this thread the real pain has yet to begin. Time is on our side and will reward us over the long term - that is how and why I invested in the first place. What about the people who are in their 50s? That's 10 years less than you have. The lag effects of 41 year historical low rates will kick in (it already is) slowly and with great continuous power. Don't forget... "Don't fight the Fed." You "lag effect" theory is lagging a bit. We've been down here at Fed funds rate of 1.75% for a while now and over 18 months since they aggressively began cutting. How much further will they take it? P.S. I currently have no position in AMAT. EDIT: I'm not so sure the rate cuts are working. Have we seen a return of capex? A stop to the lay offs and new hiring? I think the injection to the current situation is nothing more than consumers carrying the burden of a drug addicted pimp.

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