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

To: michael97123 who wrote (42080)	2/12/2001 9:35:55 PM
From: Paul V.	Respond to of 70976

Michael and threaders, isn't January, February and March when individuals are really filling up their 401K's and IRA's. Therefore, we may be see an inflated AMAT stock? I do not know. Paul

To: michael97123 who wrote (42080)	2/13/2001 9:49:27 PM
From: Dr. Mitchell R. White	Respond to of 70976

Yes, that band gave quite a performance as I recall. And AMAT should too, just maybe not Real Soon Now. I hear that some inventory in consumer goods, etc. is correcting at the moment. AMAT likely has a few systems "on the shelf" from companies stopping acceptance; that always happens in a downturn, and with 2001 capital expenditures not yet approved by many firms, the number of hold/unshipped systems will likely increase. That inventory is hard to work off, actually, as it can't sit (can't hold $2 million or so each), and to sell it to somebody else requires costly reconfigurations, a cost that AMAT has to eat. As for being scared, not a problem. I got way past that a long time ago; now all I want is a chocolate chip cookie and a 2,000 point NASDAQ rally.... Mitch