Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Cary Salsberg who wrote (54338)	10/19/2001 10:41:27 PM
From: Qualified Opinion	Read Replies (1) of 70976

I dropped my target prices to buy AMAT and NVLS to the high teens. The forecasted worldwide recession has changed my mind. Furthermore, I love the way analysts keep on speculating about a recovery. Over capacity and lack of demand for chips seem to be problematic. Current position is 100 % cash.

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