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

To: Joseph Beltran who wrote (42773)	2/27/2001 12:26:21 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Joseph, >I think that absent a collapse into a worldwide recession we have seen the bottom in AMAT's stock price in December of last year. That's when we reached the maximum point of selling pressure characterized by year end tax loss selling in a sector which had a prolonged downturn during the greater part of the year.< The prolonged downturn was in price, not fundamentals [orders]. Not to single you out, but I do wish posters were specific on these things. But then, neither are analysts. Regards Gottfried