Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.34

+1.1%

Jan 23 9:30 AM EST

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To: Jerome who wrote (48988)	7/10/2001 11:19:17 AM
From: Katherine Derbyshire	Read Replies (1) of 70976

>>The viewpoint problem that I have is this.... every major and minor company is announcing lowered guidance and no end of the bottom in sight. Some companies have lowered guidance twice within the quarter.<< Sounds like a good time to buy.... Remember July 1998? That was the year AMAT announced bad financial results smack in the middle of Semicon West. Everyone was so depressed that a hospitality party at the Fairmont Penthouse thought about blocking off the balcony so people couldn't jump. That also turned out to be pretty nearly the cycle bottom. Katherine Disclaimer: As long time readers know, I don't invest in or make stock recommendations in this sector. My opinion is worth what you paid for it.

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