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

To: Robert O who wrote (46055)	5/1/2001 11:32:35 AM
From: michael97123	Read Replies (2) \| Respond to of 70976

Threaders, Think Nasdaq is getting ready to break out above the old 2200 interim high within the next few days. Dont fight the tape! Nasdaq 2200+ will be accompanied by amat 60+. I am thinking here that it might make sense to switch equipment into actual chip stocks like intel. Amat led the way because of capex spending for new tech, much of which didnt go away. Intel saw to that. But on the flip side, chip stocks will see orders rise before new increase in capex. Interested in threader views. Mike