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

To: Gottfried who wrote (59483)	1/27/2002 10:03:11 AM
From: Qualified Opinion	Read Replies (1) \| Respond to of 70976

Gottfried, it seems that investors are ignoring the semiconductor manufacturers recent forecasts of substantially reduced capital spending for this year 2002. Analysts seem confused even though I ignore them. I guess playing the trading range has worked to this point. P.S. - I believe the group is substantially overvalued.

To: Gottfried who wrote (59483)	1/27/2002 11:50:21 AM
From: Tito L. Nisperos Jr.	Read Replies (2) \| Respond to of 70976

Gottfried, Thanks for your great effort for the benefit of the Thread. Only DieHard Bears would not believe we are in an Up trend. Please do make those charts focusing on Tops. It will greatly save us from squandering those hard earned profits --- when the Bears take over the Market in a year or several years from now. I myself may be good in figuring the Bottoms but Lousy when figuring the Tops --- giving back a lot in the process. That Nasty habit --- I want to get rid of!