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

To: Tito L. Nisperos Jr. who wrote (34674)	3/30/2000 10:10:00 AM
From: Lone Star	Read Replies (1) \| Respond to of 70976

Tito, absolutely. Actually, the AMAT staircase workers didn't need the rest, but the NAZ boys sure did. The NAZ with many silly valuations desperately needed a correction. Things were getting out of hand, and then everything suffers even the quality companies. Wring out the excesses, setting the stage for our beautiful story. In 20 years, I have never seen the fundamentals for AMAT be better, for a long time( a long time is three yeras in this go-go industry by the way).

To: Tito L. Nisperos Jr. who wrote (34674)	4/17/2000 7:30:00 AM
From: Tito L. Nisperos Jr.	Read Replies (2) \| Respond to of 70976

Only for those who are interested in reading about the Exploits of the AMAT StairCase Construction Workers: Of course you are familiar with my saying: --- A Snake moves SideWays but AMAT moves YoYo Ways. As mentioned in my previous Post, we are in a Landing --- a period of time when the AMAT StairCase Construction Workers take their needed rest in preparation for the building of the Next Section of the Staircase above the Landing that is scheduled to be finished in Summer/Fall of this year. As mentioned earlier, this Landing is a Split or 2 Step one --- the Top of the First Step as determined by my Spy is around 95 and the Top of the Second Step as I suggested is at 110. ( Take note that Some Ex- employee of the recently collapsing Nasdaq StairCase exuberantly without supervision prematurely constructed the Riser extending to 115 --- a move not sanctioned by the Foreman). But anyway, after a number of YoYo Plays in this Landing Phase, the Workers will be busy again. Last year, the Landing lasted 4 months --- from mid-Feb to Jun. With a better than 25% discount in AMAT's price, my Spy should be pleased to continue with his AMAT LEAP Strategy in order to retire early from Spying (on the Workers).