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: Jacob Snyder who wrote (46226)	5/4/2001 3:14:16 PM
From: michael97123	Read Replies (2) of 70976

" If last December was the bottom for semi-equips, then I missed it, and will have no position in the next upcycle (and 300 mm should make the next upcylce huge). I'm certainly not going to chase it at these levels." Jacob, For a smart man, a bonehead comment. And i say that with the greatest respect for you. I read all your posts and you have saved me much money by making me more cautious. I am not telling you to buy here, but if and when you do decide that the bottom is in and since you are convinced that the next cycle will be "huge", why wouldnt you get in? If amat is 50 now where will the high be and when will it occur. Thats the question you should ask yourself. Mike

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