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

To: Jerome who wrote (48705)	7/4/2001 11:55:31 AM
From: James Calladine	Respond to of 70976

ARE YOU DEAD WRONG...? well, not if: -- the tech companies that have warned are even more pessimistic when they report -- the others that haven't warned relative to this quarter give new and downwards guidance for the future -- the semi companies look even more shocking than what was thought -- INTC starts to indicate that their big CAPEX plans do not continue at that level, but diminished levels -- semi btb comes in at another low figure and people start talking more about some other letter of the alphabet rather than v-shaped recovery -- we are back in a mode of nothing but bad news -- people decide "bad news = sell" -- NAZ composite tanks to 1600's and maybe lower -- new lows put in for most semi-equip stocks -- then, recovery in market based on rather more traditional valuations -- much less trust of the "G" aspects of PEG -- you find out what your other two options are (ggg) Namaste! Jim Namaste! Jim