Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.21

-4.0%

Dec 12 9:30 AM EST

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To: Cary Salsberg who wrote (65083)	8/3/2002 6:01:01 AM
From: Justa Werkenstiff	Read Replies (1) of 70976

Cary: Re: "I don't think a secular bear, 16 years or less, is at all relevant to the semis and semi-equips and probably not to the economy." Disagree. Re: "The engine that drove the expansion from '82 is still revving up. We are dealing with the bubble aftermath and tech business is still slow." Seems like you are suggesting that a "bubble aftermath" and any "secular bear market" are mutually exclusive. I don't see it that way at all.

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