Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 270.13

-1.8%

3:59 PM EST

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To: Berk who wrote (61847)	3/10/2002 2:07:31 PM
From: Cary Salsberg	of 70976

OT You are correct, I am a fundamental investor. I agree that technology "holds...many surprises". I suspect that the major surprises for EMC will be negative going forward. I am not so much concerned with market love/hate as I am with an unattractive business with much larger competitors and no significant barriers to entry. I realize that EMC could double and halve 3 times before the next surprise.

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