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


To: Tony Viola who wrote (37764)10/3/2000 4:45:27 PM
From: Proud_Infidel  Respond to of 70976
 
FWIW, we are now trading about 3.4X FY01 forecasted revs

BK



To: Tony Viola who wrote (37764)10/3/2000 4:54:53 PM
From: Gary Ng  Respond to of 70976
 
Tony, Re: Just rambling, takes my mind off the tech wreckage here. But, no margin, no house mortgage money in the market, didn't refinance the house to put more in the market. This too shall pass

I am itching for margin to add some more or reshuffle the holdings a bit(selling those that haven't been beaten and buying those did).

gary