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

To: Gottfried who wrote (44836)	3/30/2001 4:53:31 PM
From: Alastair McIntosh	Respond to of 70976

Re: April worries me greatly. I think that late April will be when "it" hits the fan again. The multitude of earnings warnings we have been reading will taper off for a few weeks. However, when the March quarter earnings start coming out I think the visibility that has been lacking will become clearer but people won't like the view ahead. Poor forward guidance combined with another lowered BTB could send the SOX down hard. In the meanwhile we should have a nice (temporary) run to the upside. BWDIK