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

To: michael97123 who wrote (64997)	7/23/2002 12:10:11 PM
From: Return to Sender	Respond to of 70976

You know everything is relative. AMAT like ALTR may report guidance that is better than NVLS just as ALTR reported guidance better than XLNX. Unfortunately whether this is just a slowdown, or a plateau in orders as Gottfried suggests is typical of past cycles, valuations are still a concern. This is especially true when the btb growth is slowing at dollar levels that do not imply robust growth. Cary is most likely right that we get a much slower growth cycle here. Individual stock and company performance on a relative basis has been getting lost in the fact that we have a tepid economic recovery. In other words even those stocks beating analysts expectations and guiding higher are not rocketing higher. Still, the stock market is clearly trying to find a bottom. Will the myriad of investor concerns from accounting scandals to further terrorist actions and our retaliation make the bottom we find a true bottom or just more quicksand. RtS