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.

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

To: Jacob Snyder who wrote (45699)	4/21/2001 12:48:02 AM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Jacob, I appreciate the way you number your arguments. Just one comment re >Semi-equips just haven't had their turn yet to prove that they aren't immune.< Maybe they are exempt because they're cyclical. There's little shock value in AMAT going to 30. It wouldn't even shake out a lot of investors. Long before it got there many would be buying in. Not so with CSCO a couple of weeks ago. Nobody had an inkling where the slide would stop. Gottfried