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

To: Ian@SI who wrote (48369)	6/22/2001 3:52:48 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Ian, re >They [TMF] were quite picky about what they would short. Overvaluation wasn't sufficient reason. etc...< I didn't know that. and >I'd be surprised to see it [orders] stay down for more than another 3 months.< The orders bottom WILL occur in July. Might as well start something controversial here.<vbG> Gottfried - less complacent now :)

To: Ian@SI who wrote (48369)	6/22/2001 7:45:59 PM
From: Jerome	Read Replies (1) \| Respond to of 70976

. I'd be surprised to see it stay down for more than another 3 months. That would be my expectation. In three months things will be a whole lot better or poorer. Static markets just don't have a whole lot of staying power. The upside bet is the safer bet because if the economy deteriorates much more aggressive Fed action would be called into play. If the economy gets better then the usual stock euphoria will take over. If the economy stays the same then Plan B will have to be re-visited. (check with Jacob, Kdavy, AD for details) Regards, Jerome