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

To: Gottfried who wrote (47004)	5/18/2001 3:50:32 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

G, My point was that his may 2001 call, if correct, in fundamental terms would be predicting a shallow recovery and a return of stagflation--a mini japan situation. But if the perception of a recovery is there now, a bubble could occur again causing those prices that seem ridiculously high to us now. If we look back thats what happened in 1999-2000 and its reverse in 2000-early 2001. So why not strike 3. I hope we get a more robust economy and a beginning of a real bull market. I am fearful of the former but i will take advantage and sell this time. mike