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

To: Paul V. who wrote (25054)	10/8/1998 9:49:00 AM
From: akidron	Read Replies (1) \| Respond to of 70976

Paul, my point is simple, the market has far further of fall, and AMAT's no hedge, in fact there are few.... maybe healthcare, entertainment... but in truth I think everything's going down... look I've been saying the same stuff for months, but let's be real, the japanese say they're gonna stimulate the economy, but they'll have to flush it first, because it's like putting a turbo on a wreck right now. And the effect has been to send the $ down 15% which puts further rates cuts in jepordy... as how hard is the $ really. The point is that we are seeing a huge dislocation of markets right now, and the also is the bulls like AJC are speaking with forked tonges... the bull market is in place yet they're slashing earnings estimates. I hate the term a suckers rally, because one can make good money in the bounces, but there is simply no reason to be cheerfull right now. Whether 6 nore funds own amat now than last week is neither here nor there, so six more value funds are getting there feet wet early... So what? they're wrong. The PC is the symbol of our economic expansion, its about to become the victim of obesity and contraction.