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

To: Gary Ng who wrote (40765)	12/13/2000 2:23:36 PM
From: Gottfried	Read Replies (3) \| Respond to of 70976

Gary, it's reasonable to assume the $6.5B for 2000 can't be repeated in 2001. No official word from Intel until January, right, Tony? Gottfried

To: Gary Ng who wrote (40765)	12/13/2000 2:24:26 PM
From: 16yearcycle	Respond to of 70976

yes, the writing is on the wall. I am kicking myself for not having focused here closely months ago. The easy short money has been made, and we appear to be going all the way down to the very low levels(relative values) of 1996 and 1998. I thought we would see a shallow bottom in orders, but now I don't know. In any case, the ta says to still short, so I am doing it.

To: Gary Ng who wrote (40765)	12/13/2000 2:25:15 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Deleted, edited version a couple posts later.