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


To: Ian@SI who wrote (42458)2/21/2001 3:52:59 PM
From: Sam Citron  Respond to of 70976
 
Right now I think we're much closer to the Buy Low side of the equation.

In the long-run (12-36 months) I agree with you. But aside from tax considerations, I do not know why anyone would choose to approach this industry as a long-term investment, unless they love bungee-jumping.

On a short-term basis, I think we are range-bound between 40 and 50, and closer to the upper end.