Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.13

+2.2%

Nov 10 3:59 PM EST

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To: Proud_Infidel who wrote (50053)	8/2/2001 7:44:56 AM
From: robert b furman	Read Replies (1) of 70976

Hi Brian, I agree with both posts. I think the doom scenario is more acceptable to investors because we've come down so far from the bubble top. Face it - if the lights are going out - the SCE companies will have their finger on the switch.Just look at the balance sheets - Brick Outhouses ! During these times,reduce inventory and turn receivables into cash. Tighten up the ship and work on R&D.Key now is to prepare for increased market share when the turn comes. That is why investing in leaders is now essential.The wannabe's will become laggards or losers. Bob

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