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

To: Tony Viola who wrote (36165)	7/31/2000 4:31:29 PM
From: Fred Levine	Read Replies (1) \| Respond to of 70976

Being basically a VLT person, NT rec's are unimportant. However, we do know that digital photography will take off, that HDTV will take off, and that more, rather than fewer, uses of chips will be developed. IMO, this also can attenuate the old cycles when chips were overly dependent upon the PC. PS-- finally saw a HDTV and it knocked my socks off! So did the price, $20,000 for a flat screen and that didn't include the receiver. We know it's coming. OT OT. In abt 1945 my brother paid $20 for the 1st ball point pen. fred

To: Tony Viola who wrote (36165)	7/31/2000 4:39:40 PM
From: Math Junkie	Respond to of 70976

Tony, I think it is good to listen to the advice of different commentators, and then make up one's own mind. As far as AMAT is concerned, I don't have a strong feeling one way or the other on which way the stock price will go in the next six months, and I am looking for any clues I can find. The fact that unbridled growth is being restrained for whatever reason, as Ian pointed out, bodes well for sustained improvement in the business fundamentals. On the downside is the fact that we don't know to what extent the interest rate hikes have worked they way through the economy, and whether the ultimate impact will be severe or mild. I was taking a look at AMAT split history this morning, and I noticed that the last three splits occurred within two months of a major top, but if you go back further to the '93 and '92 splits, any selloffs were mild and short-lived. So, it appears not to be a reliable indicator.