Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Options Box -- Ignore unavailable to you. Want to Upgrade?

To: robwin who wrote (10008)	3/12/2001 2:11:15 PM
From: bonnuss_in_austin	Read Replies (1) \| Respond to of 10876

robwin re AMAT: I owned it 4 years at some ridiculous cost basis and it was one of my last LTB&Hs that I sold. You know the company, I'm sure. Make $3 million and upwards machines bot by the chip makers. The fundamental Q in my mind when I let go of it was: How can chip eqpmt mfgrs -- even the sector leader -- possibly NOT suffer enormous downside to revs when the chips turn down? That's just me <g> ... I don't want it -- or anything else, for that matter -- again, if and until the market itself turns and exhibits lasting upward mobility. 'b-i-a' ###