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

To: Fred Levine who wrote (34692)	4/3/2000 1:24:00 PM
From: Fred Levine	Read Replies (1) \| Respond to of 70976

Altho my net worth has substantially decreased in the last week, I'm quite calm about the LT prospects for AMAT and a few others. IMO, these companies became overpriced as a result of a feeding frenzy, and the correction was correct and inevitable ---AND---impossible to time. However, the fundamentals remain entirely intact, if not improving. Earnings season is beginning and as the news of robust earnings come out, we should see a reverse of the decline and a gradual resumption of growth. This year, warnings of earning shortfalls have been fewer than usual and that augers well. I'm keeping my bloomers on. fred