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

To: 16yearcycle who wrote (36542)	8/10/2000 12:33:49 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 70976

Fitzgerald, and others of the same persuasion, seem to be having an impact today. Below is an audio link to Fitzgerald's comments yesterday. ( I apologize if it has already been posted.) siliconinvestor.com To paraphrase: 1. Slower growth rate in 2001. 2. Do not buy now, there will be a better opportunity in the next 6 to 9 months. Don W.

To: 16yearcycle who wrote (36542)	8/10/2000 12:36:10 PM
From: Alastair McIntosh	Respond to of 70976

Re: Analysts. Here is the view of Eric Reguly, a business columnist at the Globe and Mail: Analysts continue to suffer from herd mentality Eric Reguly Thursday, August 10, 2000 Investors who were already skeptical about an analyst's true value are probably doubly skeptical today. Indeed, the sight of dozens of analysts flinging themselves off the listing tech ship does not particularly inspire confidence... ...The problem with many analysts is that they're too much like the majority of investors. The go with the flow instead of breaking with the pack. globeandmail.com

To: 16yearcycle who wrote (36542)	8/10/2000 12:36:37 PM
From: michael97123	Respond to of 70976

They are testing our faith here to see if strong hands actually hold these shares. I really believed we would be strongly up today after studying the earnings and the call. Still think that can happen but CSCO fall hurts those prospects now. We will be proved right and as I said yesterday, I will buy more at 59 if given the chance. I know what I read and unless there is blatant lying going on which I doubt, we will be fine.

To: 16yearcycle who wrote (36542)	8/10/2000 12:42:16 PM
From: Ian@SI	Respond to of 70976

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