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Politics : Formerly About Applied Materials
AMAT 251.87-0.2%11:21 AM EST

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To: Jacob Snyder who wrote (43384)3/9/2001 9:10:04 AM
From: Rick Storm  Read Replies (1) of 70976
 
Jacob, in the past you have bought stocks in increments; which has been extremely sucessful; this time you gave a fair price for Applied at @ 35; after you cover today<G> do you plan to buy in stages; would you consider 35 the average and try to buy on either side of that; ie at 40 and average down; it seems with all this bad news ; and the analysts unable to look beyond the next few quarters that Applied is still in a trading range and is not breaching the bottom; Since
Applied is the Intel of equipment makers, don't you think this a powerful argument that we are close to a bottom price wise and since the Fed is easing for the third time, that a psr of Applied will not look like it has during the previous bottoms--
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