Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

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To: Kirk © who wrote (45600)	4/19/2001 6:53:39 PM
From: Cary Salsberg	Read Replies (2) of 70976

UTEK is irrelevant to any discussion of the general business situation. The fundamentals are worse now then in January, but the "expectation" spin put on it is better. LRCX is a good example. Orders have fallen more steeply than Bagley can remember. This must be the worst it can get, he concludes, and the market takes it as a positive. Prices on the stocks I like are up 50% from recent lows and I don't believe fundamentals support them going much higher. If I were certain of rational market behavior, I would be aiming for 100% cash in my investment accounts. As it is, I am aiming for 45%.

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