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

To: robert b furman who wrote (248)11/2/2001 9:29:38 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
Bob,

Excellent post.

Especially liked: .If YOUR SHORT - GET LONG !!! IF YOUR LONG GET MORE !!!



One point to make is that this time may be somewhat different than '98 or '96 because of the extremely weak economy. Note I am not saying there will be no recovery, only that it may make its appearance later since, although inventories are close to being worked off by almost all accounts, demand remains the one unknown. At the same time, it must be noted that the influx of capital into the system is unprecendented so the recovery may not be so different from '98 after all.

Regards,

Brian



To: robert b furman who wrote (248)11/2/2001 10:27:18 AM
From: Gottfried  Respond to of 25522
 
Bob, thanks for your thoughts! A rather obvious observation is that chip sales y-o-y comparisons look so very poor now because a year ago sales were unsustainably high. But it's what analysts look for.

Gottfried


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