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Politics : Formerly About Applied Materials
AMAT 226.05+1.2%Nov 14 3:59 PM EST

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To: Gottfried who wrote (32621)9/26/1999 4:33:00 PM
From: Proud_Infidel  Read Replies (1) of 70976
 
G,

Analysts must analyze EVERY day

So should all of us. It's just that IMHO the long-term picture for semiconductors remains intact. When I begin to see signs that IC penetration is slowing, I will indeed consider selling. I just don't see that occurring anytime in the next decade.

BK
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