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

To: michael97123 who wrote (48391)	6/23/2001 1:01:47 PM
From: James Calladine	Respond to of 70976

BARRON'S: Publications feed their subscribers what they consider to be "food". Barron's does not consider itself to be: -- The Explosive Growth weekly -- The Momentum Player -- The Short Seller -- The Swing Trader -- The Day Trader -- The Vulture Investor -- The 10 bagger Bulletin -- The Bottom Fisherman and so on. I presume its readers are: -- monied -- conservative -- seriously oriented to capital preservation -- holders of investment grade bonds -- some believers in "the sky is falling" -- interested in the preservation of the status quo So, as you can imagine, Barron's feed them articles that can be considered "food". It's not that the Barron's readers are crazy, or anything like that, just that their interests are in a particular band. At least that is the way it seems to me. Namaste! Jim

To: michael97123 who wrote (48391)	6/23/2001 2:35:23 PM
From: John Trader	Respond to of 70976

Mike, Some people call it "Bearons", but for a good while now the bearish view was right of course. I think the round table people tend to be very conservative, which means anti-tech most of the time. For people like you and I that have been on this tech roller coaster for a while, there could be big risks in taking their advice right now - if they are wrong about tech. I am starting to wonder if this "last mile" bandwidth bottleneck isn't going to hold back all tech stocks for a while. Technology has moved from big computers to small computers to networked computers. The wireless area is only limited by technological limitations, but non-wireless bandwidth seems to have hit the end of its leash for a while, due to these Rbocs (local phone companies) and the bandwidth bottleneck that they are only slowly addressing. Having said that, I am very positive on technology and the way it has impacted the world in recent years. Some have suggested the internet is the greatest invention since the printing press. It is hard for me to get real bearish here at Nasdaq 2000. I recall the consensus was bullish at Nasdaq 5000. I am going mostly with the contrarian view I guess (hope so anyway -the round table people think contrarian means anti-tech here). If you figure it out, let me know. John