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

To: michael97123 who wrote (45485)	4/16/2001 8:56:21 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Mike, [edited] that's what we should discuss >if we expect amat to be back at 120<. Right now Applied is in better shape than Cisco. For the last 10 years earnings were never negative quicken.com I can't imagine write offs as large as Cisco's either. As for AMAT's next peak price, I need to think about that. The last peak price was exaggerated by the bubble. [10x from bottom to peak. We won't see anything near that again. Maybe 3x from 34, if that]. But, reduced expectations are us. :) edit: PS: I get the feeling the market is relieved the CSCO news is out. Globex up slightly, but CSCO and AMAT down ah www2.marketwatch.com Gottfried