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Politics : Formerly About Applied Materials
AMAT 256.89-1.2%Dec 31 3:59 PM EST

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To: Alastair McIntosh who wrote (40167)11/30/2000 5:33:22 PM
From: Jacob Snyder  Read Replies (1) of 70976
 
Add Salomon to the (long) list of lagging indicators. It would have been really useful to read a report like this in early 2000. And, if AMAT bookings are going to go flat till mid-2001, and then re-accelerate (not that they have decelerated much yet), then the window of opportunity to buy this stock is from now till about April 2001.

Nice, very nice, that we closed above 40.
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