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Politics : Formerly About Applied Materials
AMAT 328.51+1.9%3:59 PM EST

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To: John L. who wrote (26723)3/20/2001 7:22:56 AM
From: Paul V.  Read Replies (1) of 70976
 
John, Just returned home from a Sinus surgery. Everything went great. Sure feel great to be able to breath without difficulty, now.

I have been amazed at how has been able to hold up during this down cycle. I bought share at $41 figuring the downside risk vrs the up side gain was okay since we had a low of $31 on AMAT. I guess that the projected demand for Co and 300m wafers future demand was just to great for the institutional buyer to be left when the train has left the station.

Do you see the same trememdeous demand for the Co and 300m wafer going forward that I see from you vantage point?

Just my thoughts.

Paul
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