Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.03

+2.5%

Jan 16 3:59 PM EST

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To: Jacob Snyder who wrote (45699)	4/21/2001 12:48:02 AM
From: Gottfried	Read Replies (1) of 70976

Jacob, I appreciate the way you number your arguments. Just one comment re >Semi-equips just haven't had their turn yet to prove that they aren't immune.< Maybe they are exempt because they're cyclical. There's little shock value in AMAT going to 30. It wouldn't even shake out a lot of investors. Long before it got there many would be buying in. Not so with CSCO a couple of weeks ago. Nobody had an inkling where the slide would stop. Gottfried

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