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

To: Tony Viola who wrote (38310)	10/16/2000 7:32:25 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Tony and Brian, I agree about semi equip valuation and positive outlook. But the market doesn't, judging by prices. Zeev H. said recently "If FA and TA disagree, go with the TA". I wish I had. It's not too late for my future investments. Gottfried

To: Tony Viola who wrote (38310)	10/16/2000 7:35:43 PM
From: Proud_Infidel	Respond to of 70976

Tony, <i.I'm just sitting waiting for the rain to stop This downdraft has been more like a monsoon:-) BK

To: Tony Viola who wrote (38310)	10/16/2000 7:52:22 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Tony, I almost forgot....Barton Biggs of MSDW was on MoneyLine and was as optimistic as ever. I've seen morticians with a better outlook on the future:-) He said he saw continued downside risk for the Nasdaq as the leaders(INTC, MSFT.....he did not mention them but alluded to them) were only "nicked" during this recent downturn. Like I said, take it FWIW. He has been Bearish on tech for the past decade and does not look to take advantage of any declines here. My guess is he does not have any real clue as to what the future holds. every time I see him, it's basically the same interview, Bullish on drugs and energy, Bearish on techs. The very least he could do is to mix it up every so often:-) BK