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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (234)	11/1/2001 9:14:51 PM
From: Proud_Infidel	Respond to of 25522

This whole sector is notorious for confounding logic When it seems too easy and too obvious, it probably is. That was a lesson the Bulls learned over the past 18 months and one the market will teach again to a new group of students, this time from the other side of the aisle. I have found that most, if not all, threads and message boards(SI and elsewhere) are usually a contrary indicator when the masses are in unison. Bulls should be heartened, as many of the threads are in agreement about a "still overvalued" tech sector. Hold onto your seats, something tells me we're about to take off..... Regards, Brian

To: BWAC who wrote (234)	11/1/2001 10:07:01 PM
From: Jerome	Read Replies (2) \| Respond to of 25522

>>>about shorting them "cause they just can't go up when business has yet to recover" or something to that effect.<<< I think that we are seeing a tug of war here.... Business has yet to recover but some companies are still making money and doing OK but not great. (NVLS, LRCX and KLAC) There is a huge amount of money on the sidelines that would like to enter the market somewhere. This sector is known for its explosive upsides. In this area there are a number of great companies that can be bought for under $20.00 a share. Check Wennerstoms site for the weekly prices and ideas. I suspect that investors and speculators are using our favorite stocks as a proxy for a rising Nasdaq. I can't prove this but, if the Nasdaq keeps rising...just ask yourself which stocks will rise the fastest and the quickest. Regards, Jerome