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

To: Shoibal Datta who wrote (43145)	3/5/2001 7:57:46 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 70976

The choices are: the buyers are: 1. people who know something (very positive for the industry) that I don't know, and isn't public yet. This is always a possibility. 2. the very last BuyTheDippers are doing it one more time, with their last pennies. They can't be doing it on margin, because total margin has been declining since the Nasdaq peaked. 3. random movement within a trading range. This is still my bet, until the chart proves me wrong. 4. ValueInvestors are stepping in. I don't think so, not at a P/S of 4-5, with zero visibility for forward 12M earnings. 5. Investors looking across the valley, to a second half upturn, or even a 2002 upturn. Maybe, but I think it'll take to mid-year, and at least some visibility, before people are buying based on 2002. And there is little evidence (that I've seen), for or against a 2H01 upturn.