Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: robert b furman who wrote (3149)	9/21/2002 6:27:35 PM
From: Gottfried	Read Replies (1) of 25522

Bob, so what do we have here? * consensus that a VIX>100 blowout is unlikely * a rally starting soon and possibly lasting through 1Q03 [Zeev] * No idea when the secular bear will end investorshub.com * No idea how semi equip prices will behave in a bear market even if fundamentals improve. Valuation may be forever lowered. Gottfried

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