Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Robert O who wrote (39170)	11/6/2000 5:29:33 PM
From: Tony Viola	Read Replies (3) of 70976

RO, >ps CSCO rolling up and down in after hours. Hope the CC wasn't all doom and gloom since AMAT is tracking csco's nite moves. Not at all, it's extremely positive so far. About all I can think of to say is an expression I hate: 'the stock got ahead of itself', or 'sell the news.' One positive for Cisco that I hope Sal. Smith Barney types don't climb all over is that Cisco said supply constraints are easing for them. Chambers didn't say semiconductors, bless him, but you know that will be assumed. That's good, right, a healthy supply-demand balance, but the vultures will spin it their way, like THE END IS NIGH. Aholes. Tony

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