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

To: Gottfried who wrote (2510)	8/18/2002 1:23:38 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 25522

>> Worth reading unless you already agree with him. Gottfried, what are we supposed to agree with ? Should we position for the secular bear, or the cyclical bull ? from: Saturday, Jul 6, 2002 11:52 AM Message 17700090 "We are still in the area of overvaluation here, and earning will have to grow by quite a lot to justify current valuations. You got to accept the fact that we are only in the third inning of this secular bear market, which will, eventually, bring stocks to extreme under valuations." ------------------ or from : Saturday, Jul 6, 2002 12:14 PM Message 17700127 "If the flush this Autumn is cathartic enough, it could set the ground for a cyclical bull move within the secular bear market, such a move could take between 9 to 18 months before it expires." ------------ or perhaps should we keep in mind this sentence from same post: "That opinion could easily change, however." --------------------- What is your understanding of the current Zeev forecast ? Should we be positioned for the remaining 6 innings of wailing and gnashing of teeth ? Or should we max out the marging hoping for the 18 month bull run ? My own position is I'm 99.5% invested. Its all in electronics tech. Sarmad