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

To: Jacob Snyder who wrote (50200)	8/6/2001 8:06:47 AM
From: willcousa	Read Replies (2) \| Respond to of 70976

Take a look at George Gilder's column on editorial page of today's Wall Street Journal for a different take on where we are and why.

To: Jacob Snyder who wrote (50200)	8/6/2001 9:47:38 AM
From: Pink Minion	Read Replies (2) \| Respond to of 70976

but I'm sceptical of someone who says they are buying Compaq.....and Xerox.......and lumber......lumber? That's didn't impress me either, but that is just another opinion. The facts are that we are still in a bubble. In fact, I think prices now are more absurd than they were 2 years ago. Look at Micron, it has a market cap TWICE the size of the entire Dram market. Also, to think we will never have a ten year bear market is just plain idiotic. It is not different this time.