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

To: Cary Salsberg who wrote (43465)	3/10/2001 8:57:20 PM
From: Roads End	Read Replies (1) \| Respond to of 70976

Realistic targets and nice averaging strategy. The next week or so AMAT will give the lack of visibility and top line reduction warning that is becoming the de rigor. You're buy targets are generous and reflect the quality of AMAT mgt. I will join you at those levels too. Best to you

To: Cary Salsberg who wrote (43465)	3/11/2001 10:43:10 AM
From: michael97123	Read Replies (2) \| Respond to of 70976

Cary, It looks like Cisco will be at your buy point very soon. Are you taking a 100% position in cisco at 18.96 as you indicate? Luckily so far, I have resisted the temptation to buy cisco. I am tempted to put my order in at 18.96 along with yours. I will hold it for more than a year so i can avoid your 70% tax or are we eliminating special capital gain rates as well in your scenario? Mike Where is your buy point on asml?