Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: michael97123 who wrote (50641)	8/16/2001 8:58:10 AM
From: robert b furman	Read Replies (3) \| Respond to of 70976

Hi Mike, Here's what busts the funk: Dell surprises tonight Schools already going. Rebates were spent before they hit and Dell got a chunk of it. "Dude you're gettin a Dell" "She's intrigued" HAS WORKED Thanks Steven gggg BWDIK Bob Remember where you heard it first hehehe

To: michael97123 who wrote (50641)	8/16/2001 9:06:56 AM
From: Jerome	Read Replies (1) \| Respond to of 70976

>>>When will sideline money reenter? Is there sideline money? mike <<< Three things will change all of this.. One....Jacob takes his cash hoard and moves AMAT up five points in one hour. Two:...I certain poster takes you off ignore and apologizes for rude behavior. Three...Tito cancels the Yo-Yo methods of trading AMAT and stays long. No big hurry on any of these....:) Regards, Jerome

To: michael97123 who wrote (50641)	8/16/2001 11:45:21 AM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Mike and Jerome, youse guys just have the blues Message 16217488 G. thanks to Terry Davis!

To: michael97123 who wrote (50641)	8/16/2001 3:37:18 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 70976

re: When will sideline money reenter? IMO, we will have to see solid evidence of a rebound in business conditions. I say "evidence", as opposed to "hope". We are now seeing the death of the third tech rally based on hope of a return of earnings 6 months in the future. Those bear rallies were in mid-2000, January 2001, and April 2001. The "buy-the-dippers" are about exhausted now, IMO. Hope will not be enough, we will need to see orders, firming prices, credit availability, a new killer app that excites consumers, etc. Specifically, for semi-equips, we need to see an upturn in bookings (not just a flat-line at trough levels). I think the above will happen sometime in 2002. I'm betting the Nas and the SOX make no upward progress till at least next January. I'm betting we don't see that upturn in semi-equip bookings until January at the earliest. Tax-loss selling, by itself, is going to kill any rallies till then. Disclosure: as I've said many times, I am (this time) deliberately waiting for solid evidence of an upturn, knowing this means I will probably miss the bottom (if I haven't already).