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

To: Shoibal Datta who wrote (45027)	4/4/2001 5:54:22 PM
From: Cary Salsberg	Respond to of 70976

I have followed ATML for a number of years and it is a major customer of my former employer. I have never bought ATML. I think it is a trading vehicle, not an investment, because it generally has a negative cash flow. All profit and then some are plowed into capital equipment. I prefer the semi-equips and semis which generate a positive cash flow. ATML, Cypress, and Integrated Device Technology are good short term plays after the market turns. They usually lag the market favorites in both stock price and pick up inf business.