Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 304.87

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10:17 AM EST

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To: Cary Salsberg who wrote (52360)	9/17/2001 1:38:30 PM
From: Sam Citron	Read Replies (2) of 70976

I don't know if my decision is rational or emotional Blindly following a plan in the face of changed circumstances might be viewed as emotional. But that is not how I view your actions. I have a very strong respect for your consistency, rationality and the transparency of your decision-making process. I consider you the Warren Buffett of the chip equipment sector. My only regret is that you are so narrowly focused on tech. Most of the blood in the streets lies elsewhere today.

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