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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST
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To: Joseph Beltran who wrote (47163)5/23/2001 8:14:10 PM
From: Cary Salsberg  Read Replies (2) of 70976
 
How close we are to the bottom is not important. What is important is how long we stay at the bottom. The V scenario has been replaced by the U, an extended U. I do not believe the risk/reward relationship for AMAT supports current prices if the U scenario holds.

Unlike most on the Street, I am not worried about missing the up cycle. I am concerned that the real business down cycle is, as everyone likes to say, in the 3rd inning.
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