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

To: Michael Young who wrote (47360)	5/29/2001 5:37:58 PM
From: michael97123	Respond to of 70976

>i>"You have a situation where the stocks(amat, nvls) are trading as if a multi-year recovery was already underway" Mike, Possibly true based on a less than robust recovery occurring which we discussed earlier. However, given a 5 year horizon, i dont worry too much about holding amat here, even if the evil scenario occurs. My worry regards companies that can be replaced, displaced, or those who just lost the race in that time that i might be holding. I never really worry about this too much in sectors other than tech. But with an L recovery project by some, i worry big time about this possibility. I guess I have some decisions to make. Mike