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Politics : Formerly About Applied Materials
AMAT 320.23+0.5%1:15 PM EST

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To: mitch-c who wrote (49301)7/17/2001 1:42:19 PM
From: Dale Knipschield  Read Replies (2) of 70976
 
I also bought a thousand shares yesterday, but paid a bit more for them ($41.75). I suspect the fact that I purchased some might have driven the stock lower this morning, as I am the original contrarian indicator. But I suspect it will recover in the not-too-distant future. IMHO, all the gloom is overdone. Now 2004 is being mentioned as a recovery target! So what do we do for the next 2 1/2 years......work off inventory? Too bad most analysts seem not to have a clue.

Regards,

Knip
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