Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 223.95

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Nov 21 9:30 AM EST

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To: Big Bucks who wrote (14770)	5/5/2005 2:47:46 PM
From: Kirk ©	Read Replies (1) of 25522

Check out this chart home.comcast.net I wonder if Gotfried could overlay a 12 month set of parallel lines with the zero on the Jan03 low? If I do that myself by hand, I see we just passed the first month in an uptrend that should run for 9 months before we get the slowdown after the holiday season. That is I think chips are built to build inventor that is sold over the Holiday season (Christmas through Chinese New Year.) From all accounts I can tell, economies will continue to grow just workers might have to leave their GM and Ford US jobs and move to Toyota and Honda US jobs where they will have to save more for their retirement or work longer than planned since they will probably see pension reductions. People are addicted to spending so I expect many will have to work well past when they hoped to retire if they want to continue their standard of living. As for a Global slowdown, I'm not sure. Europe has too high a tax structure and costs are too high for workers. It is a BIG reason I won't buy ASML despite what Cary tells me about how good the technology is. IBM is making cuts there just like GM and Ford will have to make in the US. I'm not convinced that people having to work longer is a bad thing because they consume much more when they work which will delay Dent's demographic collapse. Kirk out

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