Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

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Jan 9 9:30 AM EST

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To: Gottfried who wrote (40488)	12/5/2000 12:32:38 PM
From: daryll40	of 70976

Gottfied, the author of "NASDAQ CRASH VICTIM" is Michael Sivy. He write, usually on the (near) last page, of Money Magazine. I find him, generally, to be pretty decent and on the mark. I agree with your comments, however, about him not recognizing the cyclic nature of chips and chipmaking equipment. Hey, I saw it, it was more applicable to this board than the political stuff, so I posted it FWIW! D40

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