Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 292.20

-1.2%

Jan 7 3:59 PM EST

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To: advocatedevil who wrote (57342)	12/13/2001 10:21:10 AM
From: Sam Citron	of 70976

ST - Yeah. The trend is your friend. AMAT isn't Merck. It isn't Ciena. And it isn't Japan. The layoffs are a slight negative on the margin, IMHO. Probably not enough to do more than hasten the retreat to the lower end of the channel circa 42. But who knows? I'd rather wait for the market to tell me. Let the negative mo play out a bit and watch it carefully as it hits channel bottom. If we break 40 we go much lower and you get those horns much sooner than I thought. Just keep in mind this is traditionally strong season for tech, FWIW. Sam

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