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

To: Joseph Beltran who wrote (46825)	5/16/2001 11:13:06 AM
From: Cary Salsberg	Respond to of 70976

I have some ASYT left over from the last cycle. RE: " I would expect AMAT to go through at least another cycle within that time frame..." The word "cycle" has changed in investor's minds from semi-equip business cycles to semi-equip price movements. I am not sure which you are referring to and where you think we are in each. If I don't get my buy targets, I will be forced to reevaluate the semi-equip cycle as a sure-fire, no-brainer investment strategy. It is very difficult if the market wants to pay $50 for no earnings next quarter and possibly none or losses the following two. My only consolation is to realize that old habits die hard. The same community that paid $400 for Yahoo is now paying $50 for AMAT. A tremendous improvement, I think, but still room for quite a bit more.