Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 218.79

-0.7%

10:23 AM EST

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To: John Trader who wrote (43072)	3/4/2001 11:51:06 PM
From: Gottfried	Read Replies (3) of 70976

John, re >Please let me know when you think it is time to buy.< I don't want that responsibility, John. Besides, I'm easily swayed - depending on what I have just read. The stock SHOULD go under 40, but will it? If you're serious about holding till near the next cycle top it might make sense to nibble near 40. You'd probably still get a double that way, but might have to hold through a further decline first. BTW, we should get the January SIA number [ww semiconductor sales] any day now. Since SEMI equipment orders follow, that's another data point for us. Should be DOWN. Gottfried

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