Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 304.84

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Jan 13 3:59 PM EST

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To: Proud_Infidel who wrote (5823)	3/12/2003 9:35:17 PM
From: Fred Levine	Read Replies (1) of 25522

Brian and Gottfried (and others)-- Never have I seen such a mish-mosh of news. Some 5-6 months ago, the news became moderately better, and it was my expectations that a recovery was beginning. I simply see noise and noise, and no signal seems to be penetrating the noise. Given that, I'm doing nothing. I do want to sell and become less susceptible to the vagaries of the industry. I just think, historically, we're much closer to the lows than the highs. I'll take the middle. Gladly. I'm still waiting for HDTV to turn the corner. Digital cameras did. Big deal! fred

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