Formerly About Applied Materials Message Board

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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: Dr. Mitchell R. White who wrote (41804)	1/31/2001 9:08:21 AM
From: Proud_Infidel	Read Replies (3) of 70976

Mitch, Thank you very much for the update from Ground Zero so to speak. I had heard the same from someone who I believe is in your area via an email, so I think the news must be out for the most part, since I am usually at the end of the information foodchain:-) The jist of my converstaion was that Managers were meeting offsite to rank employees in case of downsizing and temporary workers were already being cut, with more cuts being made as needed if necessary. But I must say that I did not put in the gritty research time you did. You even went out and drank beer for the cause......that is above and beyond the call of duty:-) All the best, Brian Edit: I looked at a 20 year chart of AMAT yesterday, and even though this was the first downturn in quarterly business so to speak, it looks already to be as long as other declines in share price. I am not saying that we will go up anytime soon, only that this appears to be already priced into the stock. And please note I was only eyeballing a chart so I know the imperfection of any projection made, so no flames please(this last line is not directed at you Mitch). Subject 50522

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