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

To: Proud_Infidel who wrote (10105)	6/4/2004 8:53:14 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 25522

>> How will this be negatively spun today Brian, it doesn't matter if it is spun negatively or not. The important thing is that as a stock holder, you can hold without fear. If it causes some buying today, that will fine. But more importantly, the current holders can be confident the financial condition of the companies will continue to improve. The gloom-doom sayers were predicting a slow-down, top-out, etc.... They have the more problematic position now. Sarmad

To: Proud_Infidel who wrote (10105)	6/4/2004 9:12:35 AM
From: robert b furman	Read Replies (1) \| Respond to of 25522

Hi Brian, Watch the markets - thaty've signalled growth all the way. Bond yields (which have risen) have signalled a continuing(if not strengthening) recovery,just as have the price of oil - which has been a supply/demand issue. The next "revelation" will be how many chips the new digital world consumes. As the recovery proves its strength - the use of chip will be almost exponential. Then we'll get extrapolations into the new economy,that will be ridiculously high(positive),just as they currently are ridiculously negative now. It always takes longer. Patience will greatly reward us. Bob