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Politics : Formerly About Applied Materials
AMAT 307.20+2.0%Jan 12 3:59 PM EST
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To: Donald B. Fuller who wrote (33934)1/31/2000 11:48:00 PM
From: subodh  Read Replies (2) of 70976
 
Donald,

Thanks for sharing..
Compared to you, I'm a newbie.
I watched the 95-98 yo-yo and
jumped in at 30-26 price range
during '97-'98.

This is the first 5-bagger
in my life. I'm highly tempted
to take profits and put them
in say Berkshire Hathaway (-40% this year).

So, let me ask you/Brian Kerecz a hypothetical
question:

what brings money to AMAT during the
downturn ? Service contracts ?
Or is there anything else ?

And what were the historic losses
in last downturn ? What can be the
expected losses in next downturn ?
(which I can't foresee :-)

Thanks.

karsub
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