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


To: Proud_Infidel who wrote (51332)8/31/2001 8:50:30 AM
From: michael97123  Respond to of 70976
 
Brian,
That was Cary's view as well. I believe he said in one post that the nvls premium would dissipate which it does at his buy points. Earlier there seemed to be news that indicated one should move from amat to nvls. TI news would prove that wrong. Company specific decisions by investors may play out better than sectors in the first leg of any recovery or even in the last leg of this decline. mike