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

To: Tony Viola who wrote (46067)	5/1/2001 3:57:26 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

Tony, Very short term confident and very long term. May could be a very good month but then a dose of reality. Starting June, the ifs whens and whethers regarding a recovery will become important. Next earnings season will depress us again. So retrenchement and then hopefully summer rally if the "ifs...." etc. come in right. I am going to take a long hard look at my portfolio/strategy at the end of this month. I cant afford not to after last years debacle. Mike As for the Sox, i have a feeling they will win but the world series will be cancelled by lockout/strike. The curse will still live on. Mike