Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.01

-1.2%

1:34 PM EST

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To: Math Junkie who wrote (28432)	2/18/1999 5:43:00 PM
From: Sun Tzu	Read Replies (2) of 70976

Let me just say that after the sell off is over (in about a month I expect), I'll be buying AMAT, MU, and RMBS. I do believe that the down cycle is over. But the pent up demand for the semi stocks has pushed them too high too fast. Also it is possible that the recovery will not be as strong as some people expect. This may lead to sell offs that I will buy into. I expect a multiyear recovery. As always, time will tell. Good luck to all, Sun Tzu P.S. I reserve the right to change my mind and my positions in time. PPS. I don't put much weight on Lehman's report. Semies are not their thing and I don't trust analysts who think they can predict into 2002 and beyond.

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