Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 329.07

-2.2%

Feb 10 3:59 PM EST

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To: Proud_Infidel who wrote (47318)	5/27/2001 8:36:04 PM
From: StanX Long	Read Replies (1) of 70976

Brian, I read this and many threads daily. Your contributions to this thread are noteworthy. I can count on you finding the dozens of relevant article almost daily. I find that current articles provide either bad news or the “it can’t get much worst”. YTD I am up over 50% return primarily due to the stock prices jump from Jan 01. With 60% in cash I will wait for a good sign before I think we are in the recovery. Using Gottried’s charts and the 97/98/99 cycle as an indicator for a 2000/2001/2002 recovery, I see July or September to be a bottom. Or maybe not. I do not agree with the ex-Dilbert's idea that capacity buys would lead the way instead of technology and size. Size of 300mm is capacity over 200mm. I beleave they could buy technoligy / size and get the capacity. :-) Stan

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