Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 248.42

-4.0%

3:59 PM EST

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To: Paul V. who wrote (41574)	1/18/2001 8:59:39 AM
From: Gottfried	Read Replies (2) of 70976

Paul, since you asked: I think SEMI organization orders and btb will decline some more since chip makers other than Intel will probably reduce capex. But it may not be a V-shaped decline as we had in the past. That makes comparison difficult on that basis. It will probably also limit the upside of the stock. I think it has to be treated as a trading situation. I just got approval from Schwab to trade options, but am not sure whether buying call leaps is the right thing to do. In short: I'm uncertain. The past may not be a good guide and I don't know how to set a price target. Gottfried

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