Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

3:59 PM EST

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To: Dr. Mitchell R. White who wrote (42077)	2/12/2001 7:47:22 PM
From: michael97123	Read Replies (2) of 70976

In that environment we would expect two things to happen. 1. Market realization that times will be getting good again with your caveat that there will be bumps along the way. 2. Shortages and overtime down the road as the inventory correction reverses itselft. I know there are problems but the above points will yield a return to bullishness on chips and equipment. AMAT acting very well so far. With AMAT earnings creeping up on us I think back to what CSN&Y said so eloquently at Woodstock in their first public appearance in August 1969. "There are 400,000 of you f 'ers out there and we're scared shitless. That's the way I feel about what earnings will bring. By the way CSN&Y gave the performance of their lives as I remember. Hoping the same for AMAT.

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