Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Proud_Infidel who wrote (2118)	8/7/2002 8:48:15 AM
From: Alastair McIntosh	Read Replies (1) of 25522

Hi Brian. I am quite serious about capex and AMAT's market share as well as my perception of the "value" of AMAT's stock. However, I made no prediction of AMAT's share price nor did I suggest that this stock/sector is dead money for the forseeable future and beyond. You suggest that predictions at this point are next to impossible yet you say that you see the future quite a bit different than I do. That sounds to me like a prediction. As far as predicting AMAT's share price, my only prediction is that it will be volatile with great opportunities to make money on both the long side and the short side. I don't really care which way it goes as long as I am on the right side of the trend.

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