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Politics : Formerly About Applied Materials
AMAT 259.21-4.0%Dec 12 9:30 AM EST
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To: michael97123 who wrote (47123)5/22/2001 9:33:46 PM
From: Sam Citron  Read Replies (2) of 70976
 
For now, there seems to be little downside

I assure you there is plenty of downside risk at these levels. [min 30% -- enough to tempt even this cautious bear].The nice uptrend that you are seeing and extrapolating into the future discounts "a recovery in orders late in the second half to contribute to a more stable 2002 with flat or single digit growth". [SEMI.org] The bull scenario already is priced in. Now the bears will romp with the lowest BTB in a decade.
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