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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: marc henschke who wrote (31779)	8/9/1999 1:52:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

marc, Artificially depressed? I'll take artificially depressed any day! timely.com Tony

To: marc henschke who wrote (31779)	8/9/1999 7:58:00 PM
From: Robert O	Respond to of 70976

Marc, I heard you already. After watching MU scream away from me when I couldn't pull the trigger in the low 40s, I backed up the @!~ truck with AMAT at 71 and change. If Cramer thinks this is a sucker's rally, then 'smear my ears with jam and tie me to an ant hill' because almost a 10% 'cushion' going into another meet or beat earnings # sounds good to me. It does appear to be the usual runnup but who among us wants to be left behind when it doesn't correct slightly after the report and Tito's triple digits loom extra large? RO PS I also let my Street.com trial expire can anyone tell us the follow up story from today re: Chip stocks prospering despite selloff * (Great Biblical link-ability Richard...thanks.) Though his pride reaches to the heavens and his head touches the clouds, he will perish forever, like his own dung; those who have seen him will say, 'Where is he?' -Job 20:6 Well, Cramer's not that bad

To: marc henschke who wrote (31779)	8/9/1999 8:05:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

marc, you made a good call in April: >Rest assured, the same big institutions that stupidly engaged in a panic sell- off over the past few days will be pig-piling back in in the mid-$70s sometime this summer. beta.siliconinvestor.com Gottfried

To: marc henschke who wrote (31779)	8/9/1999 10:06:00 PM
From: John O'Neill	Read Replies (2) \| Respond to of 70976

<But once earnings come out on Aug. 17, > it seems that stocks fall on good earnings...i notice that the price of cisco deteriorated sharply at the end of today....i don't think earnings have much to do with prognosis for the market...we could get a rally, true...but: we now have a weak dollar, a fed raising rates, a long bond going down like crazy ( it's high was just last dec..yield in 4%'s no less), a flood of offerings being dumped on the market, a consumer probably in hock to the limit, no nice home refi free money coming into the picture, freddy mac and fannie mae with derivatives to hedge against the many loans they have which are already under water, the backers of these trillions of derivatives are mostly brokerage house's with assests of only about about 50 bil....plus y2k coming up.....I'm content to sit on the sidelines with mostly cash...but I sure wouldn't want to ride this baby up to get the last few bucks....IMHO