Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.92

-1.1%

3:59 PM EST

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To: Proud_Infidel who wrote (35098)	5/10/2000 10:54:00 AM
From: Dr. Mitchell R. White	Read Replies (1) of 70976

Brian, your sources are better than mine, I'll admit. I wasn't aware of the INTC sale of MU holdings, for instance. I agree, user demand is the name of the game, but-- (there's always that 'but' eh? <g>) I also remember that demand wasn't enough to prevent the last double-dip downturn. It WAS enough to pull us out of it, eventually. This current slide on the NASDAQ and AMAT concerns me. Just as everyone was ignoring bad news and buying just some few weeks ago, the market is ignoring good news and selling. Good stocks too, like Cisco, KLAC, you name it. Riding this out may be tougher than I expected, but I ain't going nowheres.... Mitch

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