Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Cary Salsberg who wrote (48944)	7/9/2001 8:43:11 PM
From: Joseph Beltran	Read Replies (1) of 70976

If we assume that an earnings "recovery" among the semi-equipment makers will start in about a year's time and if the market discounts 9-12 months out it seems to me that we should be approaching the time (within the next 3 months) when the lows in the sector will be put in. If I were an institution, fund, (or individual) holding AMAT, NVLS, etc which was purchased during the lows of last year why would I want to exit that position now only to re-enter it in the next 3 months? i happen to be in that position and I really like the fact that I'm quickly approaching the line where I can look to long term capital gains.

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