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

To: Jerome who wrote (41944)2/8/2001 4:30:38 PM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
Jerome,

I agree that some investors are jumping ship ahead of earnings next week on the expectation of another Cisco.
As for me, I added to my long position on the weakness today. I'm not waiting for the nice round number, although I'll certainly buy more if it gets there. The CSCO comparison is a stretch because CSCO's valuation is stretched. The value proposition is a cushion that keeps investors from dumping AMAT on bad news. Wish I had bought AMAT on previous Friday off announcements.

Sam



To: Jerome who wrote (41944)2/8/2001 5:59:45 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Jerome, >The stock price is headed in the wrong direction< No, it's proceeding as planned. This makes for an easier comparison with previous cycles. I like order.<vbG>

Gottfried


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