Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

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To: Gottfried who wrote (59455)	1/26/2002 6:21:16 PM
From: John Trader	of 70976

Gottfried, Richard, Jacob, and Sam, thanks very much for your inputs. We will have to remember to check on Mr. Neff's short idea a year from now to see how that turned out. I think I will program that in my Palm Pilot. I think shorting AMAT is all in the timing. Really long term it would be crazy to short this stock - that would be almost like betting on civilization itself going down. A year seems rather long to me, given the length of this decline already, but I have no argument that he has a great record. I recall when I first bought AMAT near the bottom in 96, I heard an analyst argue it was "dead money" for a year. From then to the peak in 2000 it went up about 15 times, that would have really hurt if you were short. I am not expecting a repeat of that of course, but I think/hope the stock will make a new high within 2 or 3 years. John

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