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

To: Sam Citron who wrote (54334)	10/19/2001 6:37:53 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

OT- Market Thoughts You may very well be right. I appreciate your thoughts, and I will keep an open mind on this. FWIW, I bought some more CCL at 21 yesterday, on margin. So, when do I get my sell price for AMAT, at 37.5 (=maxpain)?

To: Sam Citron who wrote (54334)	10/19/2001 7:05:36 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 70976

I wonder how you arrive at 2 more years of a bear market. At some point, one wonders about the high valuations. If rotten business results and a terrorist attack can't drive prices to reaonable historical valuations, what will? The tech world has been adjusting to the bubble deflation for about a year, now. Q3 next year will be almost 2 years. Time is on the bulls side now. The next major news will be signs that the adjustment is complete and secular growth will begin. If Q3 is discounted 6 months, some time in Q1 could mark the end of the tech bear.