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

To: Duker who wrote (24120)	9/11/1998 9:50:00 AM
From: 16yearcycle	Respond to of 70976

Duker, Jacob has a better way of cutting to the point: all this angst is for a better entry point. I have only been out of amat the last month out of 2.5 years. If we are worried about global depression, the equips are about as tough as anything to be in. My Japan comment is with regard to emotions and market prices, not business. This "crash" is not happening due to terrible ww fundamentals. WW economic growth will still be positive. We had 3 very important companies preannounce last night. But Asia got hammered because our market was down, so Europe was down, so we are down, and Mexico is down since Brazil is down and so on and so on. I'll be waiting for better prices, or better news in the equips because there appear to be safer havens now.