Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 331.50

-2.9%

11:58 AM EST

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To: Dale Knipschield who wrote (36719)	8/13/2000 6:09:43 PM
From: Tony Viola	of 70976

Dale, >OT........Who thinks the semis are going to start coming back this week? (I do) OT, missed that the first time, a little snide in there, huh? Michael Murphy thinks they should: The big sequential growth is over simply because the company is running at capacity. The length of this cycle, it is going to go on for two or three years, is so impressive that I think the stock is going to expand dramatically. So, we are aggressive buyers of Applied. suite101.com

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