Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bruce Brown who wrote (45281)	4/10/2001 11:29:43 AM
From: XBrit	Read Replies (2) \| Respond to of 70976

<<WhereDoTheseFolksComeFrom.amazed>> Yeah I know. I've had the same reaction over on the KLIC board at Yahoo many times this year. I made close to 7 figs profit last year trading KLIC on the long side, by the way. The IRS will be very happy to get my mail in about a week. I'm not a permabear at all. IMO: it really comes down to whether you think there will be a serious recession this year as a follow-on to the tech bust. Let's assume GDP goes significantly negative for say 3-4 quarters, starting in 2Q01. That might be a typical "non-wussy" recession, In that case, do you think I could then be right about buying AMAT at 15-17? Please try to answer the hypothetical question. I've tried to understand why my view differs so much from other former semi equip bulls, and the best I can tell it's a disagreement over the macro-economic situation.