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To: Lucretius who wrote (112846)	7/16/2001 12:11:34 PM
From: Real Man	Respond to of 436258

It sure will, the only question is to what level. If you think all soxx companies will be delisted, I think I should go long now -ggg-

To: Lucretius who wrote (112846)	7/16/2001 12:15:34 PM
From: Lee Lichterman III	Read Replies (2) \| Respond to of 436258

Don't worry, the second half will be better. From Briefing... 11:52 ET Applied Materials (AMAT) 44.21 -2.15: -- Update -- Hearing street talk that the company's analyst meeting at Semicon West is not going well; one brokerage firm reportedly says that AMAT CFO now not as confident about a late 2001 recovery. Good Luck, Lee