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

To: mitch-c who wrote (42303)	2/16/2001 7:07:14 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Mitch, I was serious and was not talking about AMAT, but another stock with a good paper gain. Another way to approach the 'should I sell?' uncertainty is to ask 'would I buy this stock here?'. Anyway - there'll be a lot more selling from now on. Gottfried

To: mitch-c who wrote (42303)	2/16/2001 11:28:21 PM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

There's plenty of talk about how copper, 300mm and 0.13 technology will smooth the cycle and save the day. This is probably true to some degree, but I wonder how many companies will be willing to spend the big bucks on equipment for this stuff at this time. These are new technologies and often don't provide a return on investment for quite some time. It's going to be hard for many to justify the expense when the industry outlook is at best questionable. AdvocateDevil