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

To: Jacob Snyder who wrote (55051)	11/2/2001 4:05:33 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

Apologies Jacob. I thought you had looked at the naz charts for that 2080 call. As far as Lehman goes, i heard this call on cnbc. I dont know the history at lehman. Have a good weeked. BTW, which SUV did you end up buying? mike

To: Jacob Snyder who wrote (55051)	11/4/2001 3:50:46 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Jacob, Just read the S&P Outlook. They looked at the last nine recessions and found that after the lows the run up was 38% in 6 months and 48% in 12 months. At the time of the publication a week ago the Outlook stated that the S & P was up 14%. The article supported my DW data which showed the low was reached on September 21. The Sector DW data showed an average of 22% on 9/21/01 and then has moved upward to 40% at the end of the day Friday, 11/2/01. If we add the 38% average for S&P to the 22% of the DW sector average we get a high average of the DW sector 60% in six months or an additional average of 20% from here. The S&P article stated that they expect the 38% high gain to be reached in Feb. 2002 and a final high of of 46% gain not occurring until the end of the year 2002. This gives us only an 8% gain from Feb. to the end of the year. With the January effect, simulation package and low interest rates coming into play they may be right. In the back of my mind I keep the references: (1) to follow the FED, (2)the book by Harry Dent entitled, Roaring 2000, (3) Maestro by Bob Woodward, (4) the impact of the baby boomers, (5 ) the President cycle coming into play in 2003 and 2004 and (6) CEO Morgan, a couple of years ago saying that equipment highs will be reached in 2006. The trend appears to be our trend. It appears that we still have some upward movement. Tito has a better grasp on Amat possibilities than I. Just my opinions. Paul