Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Proud_Infidel who wrote (36096)	7/27/2000 9:23:25 PM
From: TimF	Read Replies (1) of 70976

Even though the ground breaking on many fabs announced this year did not even take place yet, the cycle has peaked!?!? Amazing. I don't think it has peaked (or I would not have long positions in AMAT, NVLS, KLIC and AMD) but some people are starting to think so and my portfolio has taken a beating. If I wasn't all ready fully invested the current prices out there would look tempting. Tim

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