Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.71

+2.5%

11:54 AM EST

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To: Cary Salsberg who wrote (48756)	7/6/2001 12:39:34 PM
From: michael97123	Read Replies (2) of 70976

Cary, Any subtle changes in strategy or are we still waiting for the new lows on nasdaq and your selected stocks? Seems to me we are at a critical time here for determinating direction from here on. Nasdaq has held at 1970-1980 before which is about the 50% retrement point from the 2300 high. As far as chips, we probably should wait for intel and not just rely on amd results which seems to be more about flash(a la micron) and price competition(a la intel). Recovery moved to 2002 doesnt end the possibility of a better market in the second half of 01 imo. Hopelessly optimistic as always and eventually will be right. mike

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