Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: Gottfried who wrote (1474)	7/10/2002 8:31:41 PM
From: Proud_Infidel	Read Replies (1) of 25522

"A market downturn, doesn't bother us. For us and our long term investors, it is an opportunity to increase our ownership of great companies with great management at good prices. Only for short term investors and market timers is a correction not an opportunity." --Warren Buffet "All my investment life, I have tried to invest at the most pessimistic time, or go against the herd mentality." --Sir John Templeton FWIW, I added a small position in SUNW(at $5.10) after the bell even though I said only a few days ago I was going to sit out. SUNW at 1.2X sales was too attractive to pass up. Even though McNealy complains more than I would like, he is a person I feel I can trust. That is a character trait which is worth paying for in this environment. Let me add that no group is more trustworthy IMHO than Morgan & Co. But I simply have so much AMAT already I am looking to diversify so to speak. Brian

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