Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

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To: Cary Salsberg who wrote (50321)	8/9/2001 3:42:28 PM
From: John Trader	Read Replies (1) of 70976

The quantitative answers you seek will come when it is too late to take advantage of them. Also, this is quite related to your "quantitative" world of chip/chip equipment companies. If there is no growth to the internet, then demand for chips and chip equipment will slow as well. Technology marches forward despite our ability to see what is coming. For example, who called the PC revolution, the emergence of the internet? Who had the answers back then? The truth is nobody did. Andrew Grove was interviewed yesterday and he pointed out that when they invented the 8088 they did not think much of it, and of course they were totally surprised later on. One attraction of bandwidth related stocks is that we know bandwidth will open up, it is just a matter of time. I think several good points were made in the article that I posted. You seem very critical of other people's views and very negative overall. I have received several replies from you that fit this description. I tend to be just the opposite. That is perhaps why we are bound to butt heads here on this AMAT thread. I appreciate good inputs, but grow tired of constant negativity in the midst of the greatest technology revolution the world has ever seen. Also this thread is supposed to be a place where we share ideas in a constructive manner. We should encourage different points of view, as this tends to offset the tendency towards group-think, which usually ends up being wrong (e.g. the bearish consensus now on telecom related stocks - at prices far below where the "crowd" previously recommended them). I have a suggestion. How about you stop replying to my posts, and I will stop replying to yours. John

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