Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 256.41

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Dec 19 9:30 AM EST

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To: Sarmad Y. Hermiz who wrote (5031)	1/18/2003 5:52:42 PM
From: Lizzie Tudor	Read Replies (1) of 25522

its a tougher play than it seems though because the leading stocks, which are not the current index bigcaps this go-round, are not pulling back much. This is yahoo and ebay, I think CREE might be a candidate (if I can figure out what they do), nxtl and some others. These guys are so far off their oct lows I don't know what the indexes would have to do to get them back down there again. I suspect this is what rotation looks like before you go into another bull (not saying this is a bull now, except for these stocks but just that it is a rotation).

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