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

To: Lizzie Tudor who wrote (5064)	1/20/2003 3:39:20 PM
From: robert b furman	Read Replies (4) \| Respond to of 25522

HI Lizzie, That's as best as I remember. This morning there were 2 helocopters flying with covered side carriers - I'm guessing covered guns/rockets or maybe more likely stretcher brackets. The Helo's were not medical or red cross marked. Then just an hour ago 4 more were flying in pattern. One of my emplyees said Fort Hood has received their orders. Big Tank training there. So I suppose however long it takes a Liberty ship to transport Army gear to the Mid East is a pretty good indicator. Just a totally uninformed observation. BWDIK Bob Iraq war creating good news and we get thru prewarnings with Q1(up to April 10) earnings proving a fourth sequential aggregate improvement in corporate earnings should get us going for a nice higher high. So that's a window that really looks for a turn around March 1. If war starts Febraury 15 and is successful after 2 weeks looks like March might be a fair guess. Any thoughts?? Bob