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

To: Zeev Hed who wrote (50406)	8/11/2001 10:37:54 AM
From: jchandler29	Read Replies (2) \| Respond to of 70976

Hi Zeev, During the last big down cycle in equip stocks amat was at 25.00, cymi 6.00,pria 8.00 etc,etc.This downturn is worse than the last so why wouldn't these stocks return to those previous lows?If you think they may go down to that previous range then what do you think the timeframe would be? Regards James

To: Zeev Hed who wrote (50406)	8/11/2001 11:50:35 AM
From: scott_jiminez	Read Replies (2) \| Respond to of 70976

<< The current down cycle is not behaving as prior cycles have....>> Investors in the semiconductor-equipment sector should have inscribed on their foreheads, preferably with a dull axe, the phrase, 'This cycle is different than prior cycles'. Thus, as they scrape the moldy olestra from their teeth each morning, they will read, '.selcyc roirp naht tnereffid si elcyc sihT'. The epiphany would (hopefully) erupt that both statments make an equal amount of sense. Perhaps I am consumed by wishful thinking, but one could hope a greater appreciation of a simple historical truth would gain stature: no matter how its phrased, the TTID* proclamation is the polar opposite of an epiphany, invariably appearing in print in complete congruence with cycle peaks and valleys. '.selcyc roirp naht tnereffid si elcyc sihT' .esnesnoN *This Time Is Different