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

To: Proud_Infidel who wrote (35098)	5/9/2000 8:52:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Brian, speaking of end user demand: "Bill Would Allow Workers to Receive Computers From Employers Tax-Free" public.wsj.com If the link doesn't work for you, please yell. G.

To: Proud_Infidel who wrote (35098)	5/10/2000 10:54:00 AM
From: Dr. Mitchell R. White	Read Replies (1) \| Respond to of 70976

Brian, your sources are better than mine, I'll admit. I wasn't aware of the INTC sale of MU holdings, for instance. I agree, user demand is the name of the game, but-- (there's always that 'but' eh? <g>) I also remember that demand wasn't enough to prevent the last double-dip downturn. It WAS enough to pull us out of it, eventually. This current slide on the NASDAQ and AMAT concerns me. Just as everyone was ignoring bad news and buying just some few weeks ago, the market is ignoring good news and selling. Good stocks too, like Cisco, KLAC, you name it. Riding this out may be tougher than I expected, but I ain't going nowheres.... Mitch