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

To: Lone Star who wrote (40711)	12/11/2000 6:52:18 PM
From: miklosh	Respond to of 70976

"but the market rally is for one reason only..." imo Greenspan, the presumption that Gore will loose, along with the mkt perception that if INTC rallied off of bad news then the bottom is in, are the 3 reasons for the rally. Dangerous to presume that this portends to a continued bull tho. bwdik

To: Lone Star who wrote (40711)	12/20/2000 10:01:58 PM
From: hdrjr	Read Replies (1) \| Respond to of 70976

Hey Lonestar, Thanks for the un-refuteable contrarian advice on AMAT when I asked what the threads' opinion was for why anyone should buy at 115. I took your advice and my piggy bank back to the oils and natural gas sector, thus I owe you a large monetary thanks. Guess I was just to much of a child to understand the higher plane of your investing strategy. As you said picking low entry points is not easy to do, so I have waited. Maybe next week or the next. Sure beats 115 though you must agree. Good Luck with your future opinions To: TI2, TechInvestorToo who wrote (34755) From: Lone Star Tuesday, Apr 11, 2000 12:12 PM ET Reply # of 40997 We could hit 120 today, for crying out loud. When Novellus starts the announcements, the entire sector will rock- everybody is going to blow out their numbers, and AMAT in May will be the coup de grace. Then we move into Semi West so by July's end I predict at least 170.