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

To: Gottfried who wrote (46098)	5/2/2001 2:39:11 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Gottfried, SIA article in which George Scalise calls a bottom: news.cnet.com Tony

To: Gottfried who wrote (46098)	5/2/2001 9:01:39 PM
From: Jerome	Read Replies (1) \| Respond to of 70976

Gottfried, great charts as usual...I think I would have felt better if I didn't look. I always feared heights now I fear the bottom. Jerome

To: Gottfried who wrote (46098)	5/3/2001 2:07:39 AM
From: Math Junkie	Read Replies (1) \| Respond to of 70976

Gottfried, your work just keeps getting better and better!

To: Gottfried who wrote (46098)	5/3/2001 2:50:32 AM
From: brunn	Respond to of 70976

Gottfried, thanks for the graphs. What strikes me this time is the visualization of how dramatically business turned this time vs. previous downturns: Bookings basically fell off a cliff from Jan. to Feb 2001, whereas they fell at much slower slopes in 1998 and 1996. Now, the incomprehensible dive that the stocks of this sector took last fall can be fully understood. The buyers of AMAT over the last few months must be thinking that the harder the industry falls the quicker it must rebound. I am not sure of the validity of this logic but given the market's habit of predicting the future it is difficult to ignore stock action. My plan is to sell my technology holdings into this rally until AMAT is my last holding. If the Nasdaq reaches 3000 I will be left holding only AMAT and wondering whether I should sell it as well--by that time it should be close to testing levels not seen since we were still in the bubble.