Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 3:59 PM EST

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To: Gottfried who wrote (66131)	9/20/2002 9:59:49 PM
From: michael97123	Read Replies (2) of 70976

ON rukeheyser Zweig expects 4th quarter rally but is bearish for next year. Thinks we have to go to PE 13 to be fairly valued and below that for a bottom Woman?? expects rocky couple of months but 4th quarter results to be better than 4th quarter last year sparking a rally. Next year better African american??? Agrees with Woman--picks lockeed and defense group, and i think dollar stores--signs of the times Musings, gottfried and i just pm'd. We discovered he refinanced a mortage, one he wont outlive although i hope he does I cancellled a vacation when i found out room rate was $600/nite and i fired interior decorator and decided to just paint We both agreed we dont understand sbucks and i said we should be shorting it. G's dogs vet says business bad and my barber said business off by about 1/3 since july. Gottfried is getting a little shaggy i suspect.

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