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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: michael97123 who wrote (47345)5/29/2001 10:12:46 AM
From: Joseph Beltran  Read Replies (1) of 70976
 
michael,

The best advice I can offer you is to follow your own gut feeling here... FWIW I'm fully invested in the semi equipment makers here and I think we have seen the bottom. I seldom come here anymore because most posts seem to be from people that strike me as shorts who disguise themselves as longs or prospective longs. They speak of AMAT as some kind of dotcom company which has no history of profitability. We all know that this is a cyclical industry. The trick is to buy when the cycle is closer to the bottom and to sell when we are closer to the top.
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