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

To: Kirk © who wrote (42825)	2/28/2001 3:44:18 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Kirk, don't you just love these quotes with a whole bunch of negatives in them: 07:42 ET Chip Equip. Sector : ABN AMRO says it does not put much stock in unconfirmed reports that Intel (INTC) would cut its capital spending budget. not...unconfirmed...cut. Guess he's saying Intel plans to stay with the 7.5 big ones, right? Tony

To: Kirk © who wrote (42825)	2/28/2001 4:28:08 PM
From: michael97123	Read Replies (2) \| Respond to of 70976

Kirk, Many busineses are suffering paralysis by analysis. In my business there seems to be conflicting desires--dont get behind the curve in terms of tech and when in doubt do nothing/spend nothing. What i am hoping for is a recovery rally from an oversold condition that leads to March 21 and a 1%er from AG, which gives us some psychological underpinning that will allow business to spend enough so as not to get behind the curve. Consumer sentiment may suck but the numbers still show them spending. We need that from business as well. Mike

To: Kirk © who wrote (42825)	3/1/2001 12:04:46 AM
From: Gottfried	Respond to of 70976

Kirk, OT *** I hope you got to go windsurfing. We sailed with <15 knot winds to directly under the GG bridge and then - like a stock hitting overhead resistance - could make no further headway against the current. But there was enough wind to sail all way back to Alameda. Rated an 8. How much wind do you need for windsurfing? Don't the modern boards need about 20 knots? Then I get back and see you guys haven't been propping the market up. Unlike Mike, I refuse to go down with the ship. But we might run it aground. Gottfried