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To: Roads End who wrote (78857)	3/12/2001 12:29:49 PM
From: UnBelievable	Respond to of 436258

AMAT May Stand To Gain When The SEMI's Turn But that is going to be a long time

To: Roads End who wrote (78857)	3/12/2001 12:58:01 PM
From: Earlie	Respond to of 436258

R: Yes, I saw the article. And I am, staying put. There is no ego at this end, and as I said in the past, a good company with good management, but AMAT isn't going to turn back this ugly semi glut, which means that their order book will suffer MORE damage as time goes by. By the way, as its business is extremely "long sales cycle". the die-hards had better be "in it for the long haul". I may have to wait a bit, but I am patient. Best, Earlie