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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: tombet who wrote (34351)	2/19/2000 7:54:00 PM
From: Tony Viola	Respond to of 70976

Tom, > My goal is to sell a little AMAT at a time starting around 2006. You are aware of the cyclical nature of this business, right? The current up phase is maybe, what, two thirds or so of a year old, and something like two, maybe three years of good times to go? If all this is true, and there are absolutely no guarantees about it, this boom cycle may be over sometime in 2003 +/-. Of course, any cyclical thing this dynamic can change tremendously, especially when trying to predict 2 - 3 years out. There are always a few semiconductor analysts that are predicting that the cyclicality may even go away. Just want to make sure you've heard of all this. Tony