Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.87

+4.6%

Jan 2 9:30 AM EST

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To: Jerome who wrote (41944)	2/8/2001 4:30:38 PM
From: Sam Citron	Read Replies (1) of 70976

Jerome, I agree that some investors are jumping ship ahead of earnings next week on the expectation of another Cisco. As for me, I added to my long position on the weakness today. I'm not waiting for the nice round number, although I'll certainly buy more if it gets there. The CSCO comparison is a stretch because CSCO's valuation is stretched. The value proposition is a cushion that keeps investors from dumping AMAT on bad news. Wish I had bought AMAT on previous Friday off announcements. Sam

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