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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (8995)	11/11/2000 2:21:43 PM
From: scott_jiminez	Read Replies (1) \| Respond to of 10921

Zeev - Thanks for your opinion regarding the potential signal of AMAT's earnings and outlook. You suggest one possibly prudent course of investing. When balancing your general approach with the more skeptical approach - characterized by Bill's statement (to repeat, 'Since the "board members" hardly knew the time to step out, what makes you think they can tell you when to step back in?'), recent experience compels me to fall squarely and completely into Bill's camp. This is NOT meant as a personal affront, Zeev. My viewpoint is simply the result of how my investment experience in the SEM sector compares with the opinions expressed on the relevant SI threads. IMO, this comparison is not pretty.