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

To: Gottfried who wrote (51367)	9/1/2001 1:11:58 AM
From: StanX Long	Read Replies (1) \| Respond to of 70976

Just another tile for the mosaic. Another tile in the positive direction is all I am asking for. Like the almond guy says, just one can a day, is all I'm asking for. :0) Stan

To: Gottfried who wrote (51367)	9/1/2001 12:04:44 PM
From: michael97123	Respond to of 70976

G, I have seen him before and he was very bearish. This is good news. Has anyone heard any rumors of csco buying ciena or scmr. A poster pm'd me a Michael Murphy quote from this morning to the effect that there were rumours of this yesterday. Murphy felt it more likely to be ciena because scmr management would be more resistant to a sale at or near current prices. All in all I approach next week with a bit more optimism. We were crushed by amateur interpetations of data last week, most of it way off base. Seems as Bob Pisani said yesterday that "everyone is an economist now." Thats why the Commander's first hand view is important. If true it will be a couple of months before analysts start saying that "anecdotal evidence" indicates there is a recovery occurring. mike