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

To: Gottfried who wrote (60537)	2/14/2002 2:24:43 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried, What about AMAT's use of performa accounting. Did they also report using GAAP like CSCO? That is a possible concern of miine. My local group is making a comparison between those sectors/stocks with an exact negative collation with the Semi sector/stocks. Compare hospital of the healthcare with the semi's they are almost directly opposites. Moviing out of the semi's at they high and rotating into healthcare may be an option to taking a fall. Also, compare the FED rates and liquidity with the rise and fall of both of the previous sectors. Very interestiing. The wall street interactive has a Fed fund and a liquidity site. Let me know if you want the site. We started using may 7, 99-9/27/01. Paul