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

To: Gary Ng who wrote (55152)	11/6/2001 8:12:01 PM
From: michael97123	Respond to of 70976

Gary, In theory i agree too. But we have an unusual situation that may just give us a boost into the low 2000's real quick. 1. lower interest rates and more to come without regard to consequences like inflation 2. Fiscal stimulus (tax cuts and increased spending) regardless of the package finally approved 3 Greenspans night job at the DC Printing Press. Record production from AG 4. Involuntary OPEC gift of lower gas. Here in NJ we are getting ready to break $1 threshold 5. Refinancing bonanza and 0 rate car loans 6. Banks may agressively loan money again shortly and not be so cautious/ The actual economy may be in the worst shape of my lifetime. Unemployment is rising but he above mitigate that. IF the war is perceived as going well and there aren't terrorist attacks domestically we may just have a sharp upward move in the economy as we approach 2H. Look at the cisco surprise. The inventories are used up and the comparisons even in a weak environment will be OK. A couple of bankrupcies and a strengthing of the strong co's (big cap tech) and as Jackie Gleason used to say, away we go.... mike PS This is the bullish case that could continue the short squeeze. I dont have a clue how it will turn out in the short run but i havent felt as comfortable as a tech investor for at least a year.