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: Tito L. Nisperos Jr. who wrote (47500)	6/1/2001 8:05:48 PM
From: Big Bucks	Respond to of 70976

OT-Hi Tito, No I retired from AMAT about 18 months ago and took a 1 year sabatical to recharge my batteries and have started a new job this past Jan. AMAT was very good to me and is a top notch company, it has just gotten too big, IMO. It takes much more revenue to support a large infrastructure company and when things turn down sacrifices have to be made. I'm still waiting for the other shoe to drop on AMAT stock. I worked for AMAT for 17+ years and helped it grow from a $40M company to something valued over $20B+ when I left. That's a lotta growth! Glad to see that you are still around also. Still investing in LEAPs? I have been sitting on the sidelines on a fair amount of cash since Jan, with a targeted market re-entry of mid/late June and only recently decided to "test the waters" again. Just a tiny PUT BUY position, I'm really waiting for the semi-equips to really bottom....it hasn't happened yet, IMO, so I'm in no hurry.... BB