Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

+1.2%

Nov 17 3:59 PM EST

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To: Cary Salsberg who wrote (36278)	8/4/2000 8:30:55 PM
From: Joseph Beltran	Read Replies (1) of 70976

My head is spinning from reading all these posts as to whether this sector has reached a peak (or not)... I don't think anal-ist out there has any more visibility than any credible ceo in the business. Personally, I would rather rely on the forecasts of Mr. Morgan than anyone else. As far as I can tell what Mr. Morgan says next week will dictate the direction of this sector near term. I have placed my bets -by staying long on AMAT, BRKS and ASYT during this downturn, despite amassing some substantial (unrealized) capital gains. I hope I am right with my gut feelings on this issue. regards

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