Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Ian@SI who wrote (36887)	8/18/2000 4:55:21 PM
From: Cary Salsberg	Read Replies (1) of 70976

Ian, I would much rather be wrong and my 30% soar, than be right and my 30% crash. I firmly believe that the up cycle will last to 2002, and I understand the disappointment with the thrashing these stocks have received. I also know that disbelief in the cycle is what gets healthy multiples for these stocks. I don't want to address the economic indicators you listed individually, but I have a general feeling that they don't, necessarily, have a causal relationship with cycles, and that their recent trends may change. Cary

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