Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 329.07

-2.2%

Feb 10 3:59 PM EST

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To: akidron who wrote (16875)	3/2/1998 6:11:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

Aki, Agree that Japan is looking very unstable right now and they need fundamental changes in their economic system....a system that is not truly competitive. Taking care of the collusion amongst companies alone could stimulate the economy and give it the boost it needs. Regarding the stretched valuations, I agree here too to a certain extent. However, all stocks and all sectors are not valued the same. IMHO, if there are disappointments the market will pullback(I'm really not going too far out on a limb here<GGG>) but the pullback will affect those companies more which have experienced a near vertical climb since Oct. Notice AMAT is not in this group. The stocks which have been languishing with the poorest Relative Strength are probably the most immune from any correction. Equips, DD's etc. The MSFT's and the DELL's are prone to feel the full effect of any downside move. BTW, today I left my position of employment because of a hostile work environment. If anyone has any leads, I'm a bitin'<GGG> Regards, Brian

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