Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 261.90

+0.4%

Dec 26 9:30 AM EST

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To: John Trader who wrote (41994)	2/10/2001 11:12:25 AM
From: Gottfried	Read Replies (1) of 70976

John, I think investors tend to seek out information that confirms their prejudices. I certainly do this. Yes, right now the tech gloom is darker than before - and with justification. The magic improvement in 2H01 will probably be later in 2H01 rather than sooner. But if recovery is discounted early enough, AMAT may see a bottom this month or may already have seen it. All of the above is guess work. It's important for us to clearly state our assumptions: after continuing the order decline a few more months Applied will see increasing orders. We also assume Applied will continue to be managed well. The NAZ is now about where it ended 2000. As of now the 2 rate drops have not done much for the market. Maybe the third one will. I won't argue with your 'buy' rating even if later the stock becomes a bit cheaper. It's just not predictable because it depends on sentiment. Gottfried

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