Ramsey,
Re: "When AMAT hit the teens in 1996, if I remember correctly, there were no where near the capacity we have now."
I'm rushing because I'm late AGAIN. You remember correctly about the capacity, IMO. All of your points, I agree with. But I think it hit a low of 21ish (pre-split). So in today's shares, this is south of 11. As Aki said, hope is holding AMAT up right now... when the hope disappears...
BTW, I couldn't believe that John predicted the possible end of Japan as we know it the other day on the Blood thread. And I promise, he is a smart person who has lived ALL over the world. But, he's a little like Gene is with his posts... he doesn't mind shocking people to death and doesn't care the slightest bit if they all think he's a nut!
Gene,
About the support group... I thought we had formed a support group, the AMAT thread -g-. Debate the state of the semiconductor market, your favorite movies and whatever else you like...
Teri
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