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

To: Jacob Snyder who wrote (59101)1/18/2002 8:15:04 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Great post, Jacob - especially the first paragraph. Today I saw "Snow dogs" with my granddaughter. A kids' movie, but it made me want to visit Alaska. :)

Gottfried



To: Jacob Snyder who wrote (59101)1/19/2002 10:50:59 AM
From: John Trader  Respond to of 70976
 
Jacob, Good post, thanks very much for sharing your insights.

Regarding techs and capital equipment spending, there are two interesting articles in today's Barrons. One is titled "Wave Theory" and is bearish near term on most techs and also AMAT. The second one is titled "Business Outlays: No Delays", and argues the capital spending consensus is wrong.

John


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