Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

3:59 PM EST

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To: Proud_Infidel who wrote (47661)	6/6/2001 4:54:55 PM
From: michael97123	Read Replies (1) of 70976

U.S. PC market to show first unit decline ever in 2001, says IDC Brian, This is good news. Much like after a slowdown, the nations fleet of cars gets old. Add sales and price slashing to the mix and then bring on the new technologies that will start another upcycle. It doesnt get much worse(better)than this. Another reason the bottom is in. In a couple of months the same news for cell phone technology. Brian, I am confident over the long haul that you will make more money on the next upturn than any other threaders--yoyo's, option writers, option buyers, et al. I love them all but I believe in the ltbh philosophy as the winner in this coming cycle. Mike

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