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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: uu who wrote (18241)	3/27/1998 1:20:00 AM
From: Winston Chen	Read Replies (1) \| Respond to of 70976

I have been following this thread for the past 1.5 year. To me, only BB predicted amat's SHORT term trading range right ONCE, when he shot the fish in the barrel at 27 area. PV came close twice. Recently, BB primed his gun again at 32-33 area and I don't believe he shot, therefore he didn't score. Long term amat is going to be a huge winner. I doubt anybody has much a CLUE as where amat is going in the next two weeks. Amat, sucker's rally, adbe sucker's rally, intc sucker rally. Next thing we know, Tito, sucker's rally. For the longs, GM, Lester, BK, PV and myself, there are going to be more sucker's rally yet.

To: uu who wrote (18241)	3/27/1998 1:47:00 AM
From: Steve Rolfe	Respond to of 70976

Two Views on the market (Red Herring) redherring.com

To: uu who wrote (18241)	3/27/1998 1:54:00 AM
From: Steve Rolfe	Respond to of 70976

I looked at my watch list(mainly tech), saw some +'s, some -'s and AMAT up 1. I cannot remember the last time AMAT had such a strong day relative to the rest of the techs. Can anyone else?

To: uu who wrote (18241)	3/27/1998 7:47:00 AM
From: Larry Ames	Respond to of 70976

Addi, Well said. It is just a matter of your timeframe, isn't it? AMAT, INTC, MSFT, CSCO are all dominant companies in their industry segment and have the R&D,CASH, and vision to come out of each of the down turns stronger and with greater market share. Larry

To: uu who wrote (18241)	3/27/1998 8:47:00 AM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 70976

Thanks for you very well-thought of post, i agree with you that something fundamental has changed.. I think I will be going for CSCO next. Take care Jean

To: uu who wrote (18241)	3/27/1998 11:12:00 AM
From: Big Bucks	Read Replies (2) \| Respond to of 70976

Addi, I agree with many of your points, I think they are valid concerning longer term "event horizons", no argument there. Shorter term (3-6 months), however, is a different story IMO. I have never seen a market completely disregard stock fundamentals for very long without having reality finally take hold and bring stocks/markets back to "fair value". I don't consider the markets fairly valued at this point. They are currently "momentum driven" entities and like an over pressurized cooker will need to vent off some steam to relieve some of the pressure. I suspect the Fed will act as the pressure relief valve soon. Too much, too fast, too soon, IMO. Good investing to all, BB