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

To: Kirk © who wrote (56062)	11/21/2001 9:22:25 AM
From: michael97123	Respond to of 70976

Kirk, New tech and new financia tech are becoming infra structure issues for the next go-round. Which is more dangerous--jumping the gun or missing the boat. So far actually the former has been as no one has missed any boat to date. But from my office i can see the engine room starting to stir. This is where the bearish case goes awry and gives us bulls a floor when stocks pull back. I agree 35 on amat should be low enough but i do remember 33s and 34's the last time we said 35 so there may some of that here too. mike