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

To: Cary Salsberg who wrote (46823)	5/16/2001 10:58:44 AM
From: Joseph Beltran	Read Replies (1) \| Respond to of 70976

Cary, If your time frame is 5 years, I would expect AMAT to go through at least another cycle within that time frame in which case you may (or may not) have a chance to buy it at your targets. Personally, I doubt it. Moreover, I think you missed the boat with the current cycle. In any event, good luck to you. BTW, if you are willing to take on a degree of higher risk but corresponding potentially greater rewards, you may want to take a look at ASYT, ACTM. I am long in both stocks with almost full positions. BTW, looks like DOW will break the magical 11K today regards