Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.08

-0.4%

Dec 9 3:59 PM EST

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To: XBrit who wrote (45297)	4/10/2001 12:37:07 PM
From: Lone Star	Read Replies (1) of 70976

I'm basically a permabull for AMAT, and I do think we could see 15-17 but i think the odds are low, maybe as low as 10%. I do believe we'll see that nice round # 25 that some have postulated. things are as bad out there as I have seen, just a massive drop in business that acclerated in April. The degree of bad news was detailed by Cypress, I don't know if others will be as forthcoming, maybe hiding behind the " no visibility" mantra. Baby, there is visibility but it sucketh. But, again, the snapback when it comes could arrive with no visibility and I beleive will be awesome. But when? Not this year, and maybe not 'til mid '02.

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