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

To: Jacob Snyder who wrote (5740)	2/26/2003 2:18:47 PM
From: Sun Tzu	Respond to of 25522

> 2. if interest rates are low enough, and credit is easy enough... Actually, they don't quite go hand in hand. The interest rates are low, but if you want money to do anything remotely unconventional you will not have it. The so called "easy credit" goes only to the big cap companies who do not really need it. But the small businesses who could actually create jobs and growth do not get the credit because banks view the current environment too risky for new ventures. It is a real catch 22. > If I start to believe we're seeing an uptick in inflation (and hence, mortgage rates), I will close all long stock positions, and not even think about going long until Nas <<1000. I completely agree. Previously I had said I expect a rebound in May/June time frame. This is based on expectation of recovery in Q4 and that the Iraq issue should be priced-in by then. But if either of these don't happen, or your double whammy scenario begins to take shape, then all bets are off. ST