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Politics : Formerly About Applied Materials

AMAT 225.18

-1.5%

3:59 PM EST

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To: Tito L. Nisperos Jr. who wrote (57754)	1/14/2002 1:30:12 PM
From: Tito L. Nisperos Jr.	Read Replies (2) of 70976

AMAT YoYo Demo --- Paid Analysts like Niles who not too long ago said SEMIs will take 2 years to recover and SEMI-EQUIPs therefore have 3 years --- seems to be changing their tunes silently. Just like I commented before, he has at least 2 years to be proven right but he could be proven wrong earlier than that. To borrow Paul Vs style of describing the ZigZaging AMAT : --- Paid Analysts Flop when they expect to Fiip and they Flip when they expect to Flop. I'm getting signs that this time around is going to be a multi-year Bull Market. Last time it happened was from 1990 to 1995. So I'll dabble on 2004 Calls as I unwind those APRs and 2003 LEAPs. I can only sympathize with those who heeded the calls of Analysts who convinced them to sell their fine Investments. Either they have to wait probably until 2005 to re-enter the market or they do it now or a bit later at higher prices. 1/14/02 Bought AMAT 10 Calls Jan 80 @ 6.00/sh

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