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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (9082)	12/4/2000 9:35:50 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 10921

As Eugene said, the feds own model is that we are 16% "overvalued", and the fed will not stop in "because" of the markets unless we go severely under valued. I doubt they will ease before late February early March, and thus, IMHO, after the relatively muted year end rally, there will be much more suffering. Take as an example AMAT, I could see it going to just under $50 from here and then taking a new plunge to let say $25, that will be painful, IMHO, so painful to some that they may throw the towel in just as it hits its nadir. Mind you, I really do not know that that is what is going to happen to AMAT, but that is a potential possibility, IMHO. Zeev