Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jim B who wrote (34412)	2/24/2000 11:51:00 AM
From: Lone Star	Respond to of 70976

Unless it gets out of hand, and induces megafear, this market may well help AMAT. AMAT, Cisco, and a few others represent a rare situation in todays market- a high tech company, with still awesome growth potential, but also well established and therefore relatively safe. In other words, a gogo techie but also a value play simultaneously. If the indices get knocked down and base lower, while we stay around 175-185, this would set the stage for our next upward move which could then be made in concert with an overall market move up whenever that would be. Of course, as long as the business stays robust and unaffected by rising interest rates, it will follow earnings in the end.