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

To: Jacob Snyder who wrote (46867)	5/16/2001 2:21:50 PM
From: michael97123	Respond to of 70976

Jacob, You and I are on the same page. Don't fight the tape and the tape is saying dont fight the fed. Whether the recovery happens or is judged strong enough is whats in debate. I know you ordinarily view this in very short terms windows. I believe this upmarket could have legs and that it may be near year end before Negative news if it comes at all will be taken seriously. We certainly should have a free pass in terms of earnings for another quarter as noone expects much. The following quarter should be better if only because it couldnt get worse. But the second half stabilization may turn out to be a sham. Mike.