Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.63

-1.8%

10:30 AM EST

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To: 16yearcycle who wrote (43432)	3/9/2001 6:52:43 PM
From: michael97123	Read Replies (2) of 70976

"Another 10% on the nas and we will see csco at a trailing pe of about 20, intc to a pe of 15 on 2000 earnings, orcl at a pe of about 20, I think. It's clear to me that at that point we close our eyes and and buy, and walk away for about 3 years. And not watch until our neighbor says something like, "did you see Brocade today? I am making a TON on that one." Eugene, That was my plan at Nasdaq 1800. I cant believe that i/we will really get that opportunity. If we do it will be at a time of near panic. Will we have the guts? Since we cant buy them all, other that amat which ones will you buy? We can hold hands and jump off the cliff together. Just like Butch and Sundance. mike

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