Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 228.68

-2.7%

Nov 11 3:59 PM EST

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To: Gottfried who wrote (8334)	12/16/2003 1:42:51 PM
From: michael97123	Read Replies (1) of 25522

Hi G, Since the naz failed at 2000, the dow is up about 3% and the naz down about 5% at the bottom (so far) today. I am certain chips down considerable more--amat at the low is down almost 20% from its high. Thats a dow/naz spread of about 8% as the guru-ocracy switches out of semis and equips in droves. What this is setting up is a huge january rally as chip earnings and especially guidance come in far better than expected. The herd is running in the wrong direction and the Merrill report is right on imho. The bull is right and the lemmings are wrong. Mike

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