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

To: LemurHouse who wrote (42131)	2/13/2001 6:40:51 PM
From: robert b furman	Read Replies (2) \| Respond to of 70976

Not to be negative,but I've been around enough down cycles to hear that"we are financially stronger than ever and will continue to invest in R&D to ensure our market leadership" before. Not to belittle the concept - as IT IS NECESSARY! It would appear to be a time of great opportunity regarding mergers and acquisitions. This report smacks of 1997/98 TIME PERIOD - remember when there was a KLA and a TENCOR. Time for growth ,as the well capitalized eat up the undercapitalized - both in the chip arena as well as the equip mfr arena. It will be a tough next 6 months that will allow this company to be even more dominant. But the valuation growth has only come on the growth side of the recovery. I've never seen semi equip co. bridge a downturn in business based on "we'll be stronger when its over". .32 - .37 IS NEGATIVE GROWTH and Mr Market has always dealt semi equip comp a hard blow at these times. I'm long and ready to hunker down - the bargains are going to get better boys. Keep your powder dry. JMHO Bob