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

To: robert b furman who wrote (5065)	1/20/2003 3:54:10 PM
From: Kayaker	Read Replies (1) \| Respond to of 25522

ZH's suggestion of early March makes most sense to me. Feb 16 is a full moon. US military prefers to launch air attacks when their is NO moon, so end of Feb or early March is where I place my bet. investorshub.com

To: robert b furman who wrote (5065)	1/20/2003 4:57:54 PM
From: BWAC	Respond to of 25522

<Any thoughts??> It would have to get going on or before sometime around mid February. But I think you have a mass civilian pilgrimage to mecca sometime around in there too. If not by then, I bet the little private political war waits until late Fall of 2003. A second thought is that the shorts get drowned in a 50%+ up move on the major tech stocks and the QQQ beginning within one week of the first laser guided missile strike.

To: robert b furman who wrote (5065)	1/20/2003 8:19:14 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 25522

OT RE: "Any thoughts??" It is easier to be optimistic about technology than about war. We all hope that "Iraq war creating good news..." and "...is successful after 2 weeks..." proves accurate, but we will be attacking because we believe Saddam is akin to the 9/11 terrorists. In that case, an actual war could be bloodier and more disastrous for our troops and Iraqi civilians than we expect. Just like 9/11 was a tragedy beyond any of our expectations. I hope everyone continues to pull for a peaceful resolution. Exile for Saddam is the best hope.

To: robert b furman who wrote (5065)	1/21/2003 1:17:45 AM
From: advocatedevil	Read Replies (1) \| Respond to of 25522

RE: "Any thoughts??" Assuming we will attack Iraq in the near future, I think it may be a mistake to look back at the 1991 war and assume the market will react in a similar fashion. Our goals are different this time around and we shouldn't assume this one will be over quite as quickly. Every day the war drags on will cost more lives and more money, setting us back even further. Also important, the market is in much different shape in terms of book values, PE ratios, dividend yields, sentiment levels, asset allocations and the government deficit. Unlike 1991, we will end the war and have to face high valuations and a weak economy. AdvocateDevil