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

To: Ian@SI who wrote (48372)	6/22/2001 5:34:55 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 70976

If I am not mistaken, next Thursday is the mid-q update from KLIC. That should provide a current picture of affairs. have a nice weekend everyone, Sun Tzu

To: Ian@SI who wrote (48372)	6/23/2001 8:40:55 AM
From: michael97123	Read Replies (2) \| Respond to of 70976

On an optimisitic note from the guy who always puts a postitive spin on everything Ian, Last 5 or 6 times there were extensive interest rate cuts, there was a substantial rally beginning one month after the final cut. If AG goes 1/2 next week that will be it for rate cuts. In these rallies, which lasted for a substantial period, tech and transportation were always #1 or #2 in terms of leadership.(If we get only 1/4 we might have to wait until august) Also in the past 2 quarters market started upward movement a week or so before the end of the month. Look at december and march. Perhaps, in an around the 2000 number will be the bottom here. I would assume we will have some reverse window dressing this week as that much talked about cash re-enters the markets. Remember some of these funds must be fully invested so what will they buy? Maybe the hit pharm took yesterday will be of benefit, now that it is apparent that no groups are immune from this low growth recession we are in. I am interested in your comments on the above. mike