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

To: Proud_Infidel who wrote (2193)	8/8/2002 8:38:10 PM
From: Gottfried	Respond to of 25522

Brian, with all the articles you post I don't expect you to read them all completely. PS: yesterday I posted how Ken Fisher suggested in May shorting AMAT and hedging by going long QQQ. It would have been profitable. But he was right for the wrong reason. He said >Street expects a big earnings rebound--and fast. Intel's falling price indicates just the reverse. But I might be wrong.< Intel's price drop shouldn't be predictive of AMAT price because Intel did not change capex. But I've seen that a lot - being right for the wrong reason. Wish my wrong reasoning worked out so well. :) Gottfried