Formerly About Applied Materials Message Board

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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: subodh who wrote (33941)	2/1/2000 9:49:00 AM
From: Proud_Infidel	Read Replies (1) of 70976

karusb, Justs like the upturn will exceed all earnings expectations, so will the downturn prove to be far worse that you ever imagined. Regardless, selling and buying back in is a tricky game which I will not do with my core shares. I have shares on margin I will sell later this year or at a price of $180+, whichever comes later. I will buy more shares when we implode in 2003 or so. Just remember, the LT average is ~40%, even with the ugly downturns. Anyone not satisfieed with 40%/year should have their head examined. what brings money to AMAT during the downturn ? Spares and service does increase as a % but there are always systems being sold, even during the worst downturn. The number shrinks dramatically though. BK

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