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

To: Gottfried who wrote (9021)	11/30/2000 11:16:24 AM
From: scott_jiminez	Read Replies (2) \| Respond to of 10921

Denial, pure and simple. I couldn't agree more, Gottfried. A equally troubling paraphrasing of your question: How could so many smart people on the SI AMAT board have been so persuasively wrong? Jon Joseph's outlook was very, VERY accurate. There remains as much pure and simple denial the SI AMAT thread as you'll find anywhere. (I promise I won't mention the 'H' word)

To: Gottfried who wrote (9021)	11/30/2000 12:44:48 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 10921

Bought AMAT today (stock, not LEAPs). I sold my WCOM (wipes out about 1/3 of my cap gains for the year), and put 20% of my money into AMAT at 40. I'd post this on the AMAT thread if it (the thread, not the stock) was up. Haven't decided whether this is a trade or an investment. If we bounce quickly to 50-55 in January, and stall, I may sell for a quick profit. Then again, if we keep bouncing at 40, I may decide that is the bottom, and hold longterm. I still think there is some chance of getting LEAPs when the stock is at 27-30. But I am very impressed that, with this market selloff (capitulation?), and the bad news on chip demand (nobody giving PCs for Christmas), and numerous indexes/market leaders breaking support, that AMAT was still (so far, the day ain't over), able to bounce at (almost) 40. Anyway, I'm in. Hope I'm not early.