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


To: BMcV who wrote (11123)8/5/2004 10:47:44 PM
From: robert b furman  Respond to of 25522
 
Hi Bruce,

If the price pf oil is reflective of global demand (which I believe it has been for several years - then this recovery is apparently alive and well.

No doubt there is a geopolitical factor as well and I think this will be dispelled (reduced) before the election.

The house of Saud is well ontheir way to flooding the market.Yesterday's numbers will compound - even faster after the vacation priod is over (another week).

The we're going to see a sure enough election rally - which of course will be preceded by the current shake out.

JMHO

Bob