Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 329.07

-0.4%

Feb 10 3:59 PM EST

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To: Ian@SI who wrote (47286)	5/25/2001 12:01:14 PM
From: Cary Salsberg	Read Replies (2) of 70976

I agree to a great extent. I did not mean to infer that I expected LRCX to repeat its previous performance. I do suspect that the "bubble" euphoria tended to elicit behavior more like what you ascribe to Emerick and that financial discipline was not paramount.

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