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

To: BWAC who wrote (6588)	7/30/2003 2:08:59 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 25522

Well, I am bullish on this market and I was just discussing on another thread that I think we have a killer app already that will drive PC and bandwidth growth, p2p. My problem with applied and the SCEs is that the 300mm upgrade seems to have some unused mileage in it. I'm not expecting the SCEs to crash, but they shouldn't be leading either imho. I have to say I find it amusing that people are looking at the last 3 years of market data as some sort of barometer for what is going to happen with these rallies. This is not a bear, imho.