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Politics : Formerly About Applied Materials

AMAT 326.18

+2.2%

2:03 PM EST

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To: Gottfried who wrote (42223)	2/15/2001 3:58:53 AM
From: robert b furman	Read Replies (1) of 70976

Hi Gottfried, Now there's a plan. I've been left out of sync with this last rise in semi's yesterday. I really expected a last shake. This rise and it's strength has surprised me.I'm used to semi's being taken out to the woodshed on reduced backlog announcements not valuation bargain buying.Although I agree with the Value analysis - I used to blood in the streets bottom. I really like Nvls Ter Amat and Cohu - but I can't say I want to do anymore buying at these prices.I still fear/expect a final shake. What am I missing? Your thoughts would be appreciated. Bob

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