Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.79

+4.6%

Jan 2 3:59 PM EST

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To: AlienTech who wrote (10227)	11/2/1997 6:49:00 AM
From: Steve Byers	Read Replies (3) of 70976

it always frightens me when I hear that "everything is great...and the only problem is XXXXXX", other than that, its a miracle... don't be lulled... it IS possible that the labor market continues to tighten here and wage increases begin to scare the bond vigilantes... entirely possible... and with January earnings reports, you COULD have an earnings slowdown, with or without asia... and you could have disruption with a conflict in the mideast... and you could have a sudden dropoff in pc sales at the same time brazil hits the same skids asia has... softening latin america... and europe... at which point the US would ABSOLUTELY be entreenched in a bear market...and while I dont expect this in the next quarter or two... or even at all in 98... it nonetheless represents a realm of possibilities which is quite contrary to "everything is great in the US"... and a little conservatism and scepticism is smart when you are dealing with something as precious as your wealth accumulation... don't let the scepticism take over, but dont be happily complacent in "Wonderland" either... this ain't Kansas Dorothy... be that as it may, I'm long and concentrated, but am not margined (yet) and have money on the side to put in later... good luck

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