Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: robert b furman who wrote (50075)	8/2/2001 7:03:04 PM
From: Qualified Opinion	Read Replies (2) of 70976

Robert, the major industry users of chips are under pressure due to substantial declines in revenue and earnings. The major industry users include PC makers, telecommunications equipment companies, general manufacturers and to a lesser degree the auto manufacturers. I wouldn't confuse the aforementioned with an attempt, by analysts, to ignite a summer rally in the stock market. I am avoiding the semi-equipment companies until their stock prices reach my target purchase prices. I have been through industry cycles of the past. To be kind, I will refrain from mentioning those prices. Currently, I am 100% in cash with a 57% total return year-to-date. I will be short term trading the ranges of other stocks.

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