Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 322.39

+6.0%

1:25 PM EST

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To: Gottfried who wrote (8578)	1/26/2004 11:46:02 AM
From: rhering	Read Replies (2) of 25522

RE:Fitzgerald - He made the same valuation call last August, and we all saw what happened. I agree with Brian on analysts, Fitzgerald is likely tying to slow the train down so he can catch it.. My expectation is the market is down because the average investor does not understand "normal chip seasonality" and the December "Jobs" number scared everybody. With any decent jobs report for January (due February 6) the NASDAQ & AMAT is particular will rebound in a highly leveraged way. Regards, Roger

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