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To: Gary G. Withrow who wrote (113150)10/11/2000 2:07:48 PM
From: Barry Grossman  Read Replies (1) | Respond to of 186894
 
Gary,

I got out of LU at 43 and bought AMAT @ 85. I think the chance of AMAT going back to 85 is better than LU going back to 43.

That makes me feel a little better. <g>

edit - CNBC just showed a tape of Craig Barrett, while walking out of a conference in San Francisco, being asked about what he felt about the market's reaction to INTC.

He said, "You don't want me to get started on that do you?"

"Yes, I do", the reporter said.

Craig responded, "Well, since ALL that we said was that our GROWTH of sales wouldn't be quite as good we had previously said we thought it would be, I think that the market has overreacted on MANY tech stocks."

Now I really do feel better.

Barry