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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (1435)	7/9/2002 8:43:26 PM
From: Jerome	Read Replies (2) \| Respond to of 25522

Hey Gottfried... a similar view complements of mindmeld from the CSCO thread. >>>To:Jerome who wrote (60193) From: mindmeld Tuesday, Jul 9, 2002 8:25 PM Respond to of 60194 Yep, you hit the nail on the head. BTW all, check out this study on the optical market. biz.yahoo.com Reuters Company News Europe optical network spending set to grow-study "Spending by European telecom carriers on optical equipment will more than double to $6.3 billion over the next four years to meet growing demand for broadband connections, according to a report on Tuesday." >>>The market has discounted and is aware of all the bad news. Any surprises, therefore, are likely to be positive; and with cash-laden investors looking to make money, rallies are likely to be significant. That's my prediction--made without any math.<<< Is this your viewpoint or was that part of the article? I agree with the viewpoint. How much more can a trashed stock line SUNW at under 5, or GLW at 4 a share a share get killed by a poor earnings report? JMO....Jerome