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

To: Jerome who wrote (58669)	1/10/2002 10:00:08 PM
From: kdavy	Respond to of 70976

Jerome, I share your thoughts. I seems that after trying hard for last few days, amat et al do not want to go down. I think the semis will be range bound for a while. It appears that Amat, mxim, altr, lltc are trying to make another base to start a new range. Great for trading. I bought some amat and mxim today. I am ready for my accumulation phase. I will start adding more if there is any pull pack. ATML looks very tempting. Good Luck I bought 100 contracts of MLNM Feb 25, 2002 for 1.35, just dabbling in biotechs

To: Jerome who wrote (58669)	1/12/2002 12:41:27 PM
From: michael97123	Respond to of 70976

Jerome and thread, I have emailed a couple of you but i just wanted to wish you all a Happy New Year. Haven't been paying much attention lately. Playing with my grandson. Coming to terms with what happened here in NYC in september. Business conditions finally are getting better. However in my area, there are winners and losers and some players will fail or be absorbed by survivors over the next quarter or two-- so a mixed bag. But the big banks will be making big bets in 2002. Interest rates are just too low to ignore. And the tech in place is mostly pre-y2k and getting old. Consumer reticence may ultimately be what slows down the train but that will have the other effect of mitigating the need for rate increases and thus strenghening the long term recovery. And demographics are still the best friend Mr. Market has at least for another bunch of years. mike