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

To: Lone Star who wrote (35028)	5/1/2000 8:10:00 AM
From: willcousa	Respond to of 70976

There is some interesting work which charts the amount of money coming into the market with the market itself. Goes back to before 1929. The correlation is so close it gives you chills.

To: Lone Star who wrote (35028)	5/1/2000 11:21:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 70976

Lone Star, >The reason I'm holding AMAT and will for some time is strictly based on the market outlook for semi consumption,the lack of capacity investment looking back 2-3 years, the move to copper et al, and the move to 300mm. Finally, AMAT's position vs. their competitiors. I'll go along with those reasons. Also, O.18 migration, followed by 0.13, 0.10... The time between geometry refinements seems to be shrinking, which can only help companies like AMAT. Tony

To: Lone Star who wrote (35028)	5/1/2000 1:33:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 70976

I didn't mean to say higher P/E's are justified. I wondered if the reason that they were higher was because more people traded nowadays. I've never heard anyone mention that angle so I was curious. he reason I'm holding AMAT and will for some time is strictly based on the market outlook for semi consumption,the lack of capacity investment looking back 2-3 years, the move to copper et al, and the move to 300mm. Finally, AMAT's position vs. their competitiors. Lone Star, I agree! Cheers, Mephisto