Applied Materials No-Politics Thread (AMAT) Message Board

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

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To: robert b furman who wrote (5065)	1/21/2003 1:17:45 AM
From: advocatedevil	Read Replies (1) of 25522

RE: "Any thoughts??" Assuming we will attack Iraq in the near future, I think it may be a mistake to look back at the 1991 war and assume the market will react in a similar fashion. Our goals are different this time around and we shouldn't assume this one will be over quite as quickly. Every day the war drags on will cost more lives and more money, setting us back even further. Also important, the market is in much different shape in terms of book values, PE ratios, dividend yields, sentiment levels, asset allocations and the government deficit. Unlike 1991, we will end the war and have to face high valuations and a weak economy. AdvocateDevil

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