Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 233.73

+1.5%

10:48 AM EST

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To: Gottfried who wrote (66229)	9/24/2002 12:13:28 PM
From: michael97123	Read Replies (1) of 70976

G, I own 10,000 shares of eds---NOT!<GG> I compete in some ways against those guys and ibm. It never dawned on me that their stock prices had overlooked the obvious. So the question becomes when do these fallen angels become buys. Root for the Rally Gottfried. Now that the terror alert is yellow its off to the races with Mr. Greenshades this afternoon. In order to keep consumer spending going he needs to lower rates driving mortgage rates into the 5s and setting up a whole new round of refis. And thats not mentioning a way to incent capex. mike

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