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

To: Ramsey Su who wrote (21067)7/2/1998 3:43:00 PM
From: SilasSan  Respond to of 70976
 
Ramsey,

I, too, look for a correction. I don't necessarily consider AMAT safe, only somewhat safer insofar as I expect the company to persevere. As long as this view is shared by those responsible for disposing of the tremendous inflow of investment money my fears can be sublimated. A change in market psychology is all that is necessary to change mine, though.

What can drive money out of stocks into bonds? Inflation. Where is the inflation? The S&P 500 PE is about 29 and rising. When the bubble bursts that huge oversupply of money is instantly devalued. So, either your money is on the sidelines now (or bonds viz. the same thing) or you're engaging in the AMZN vs. AMAT debate.

I dunno.

Thanks for the response.

JI



To: Ramsey Su who wrote (21067)7/3/1998 6:03:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 70976
 
Ramsey

Re:That is when AMAT will truly test its support, back to the teens.


I am by no means a TA expert, but I think AMAT has to break its LT support in the 26 range before we can start talking about the teens.

BK


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