Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 9:30 AM EST

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To: Lone Star who wrote (44806)	3/30/2001 11:31:48 AM
From: Gottfried	Read Replies (1) of 70976

Lone, I hope Susan will use our resources to find out more about the semi equipment cycle. It can be a comfort to understand it - like spring and summer following winter. Other semi groups don't have such a well defined cycle and it is harder to keep the faith. Yes, I notice the sentiment change on those threads I still follow. Former bulls are meeker and sometimes agree even with outrageous bears. But sometimes those bears now concede the stock might be a buy here. Most interesting. Gottfried

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