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

To: michael97123 who wrote (43755)	3/14/2001 4:59:09 PM
From: Shoibal Datta	Respond to of 70976

With news like that out there amat should be getting creamed, especially on a day like today I believe we are partying on borrowed time (the alcohol doesn't hurt either). This sector has been beaten too much to short aggressively, but if there is a rush for the exits, we may well see Cary's entry points. Until now, the reaction to any news has been pretty sanguine, and that scares me. We all look at historical trough valuation and PE ratios and so on and so forth to justify our analyses - fact remains that the Nasdaq has never lost 60% of its value in one year. That can change sentiment and reactions quite a bit.