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

To: gugie who wrote (52072)	9/14/2001 8:37:55 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Mark, Just yesterday the company announced that no American-based personnel will travel to Taipei to support the AMAT booth. Typically the booth is manned by ~2/3 local sales, marketing, and technical support, 1/3 from the product divisions, most from Santa Clara Do you know if AMAT is taking this as a precaution against terrorism against Americans? Taipei would appear, on the surface at least, to be the last place terrorists would strike and as such, I was surprised to read that in your post. Brian is it true that you have hacked your way into AP, Reuters, et al so that you can post info to this thread before it's printed anywhere else BTW, it's not called hacking, it is called involuntary file sharing:-) Peace. Brian

To: gugie who wrote (52072)	9/14/2001 9:12:39 AM
From: Jerome	Read Replies (1) \| Respond to of 70976

Mark...very good post...the reason we all don't all have each other on ignore is because we play a game called "gottcha". If a person posts a lot eventually they say something stupid. Then the respondent rebutts the stupid post and nails your arse. If you never get nailed you are probably not posting much of consequence. Regards, Jerome

To: gugie who wrote (52072)	9/14/2001 5:28:59 PM
From: Tito L. Nisperos Jr.	Read Replies (1) \| Respond to of 70976

Mark, I know you're anxious to come back here. Just be patient there and anytime the skies are clear, you'll be coming home. RE: "Tito the Yo-Yoin' stair case buildin' man, whose LEAP theories I'd like to try out some day." The LEAPs for AMAT and other Techs are getting cheaper. There are so many Penny LEAPs (out of the money LEAPs with more than 16 months till expiration whose price/sh are in pennies) like the QQQ 2003 Jan 70 Calls for 65 cents/sh. I didn't realize how cheap they were (Ref: QQQ @ 34/sh) till Richard Palm bought some. When trading resumes Monday, should stocks go down 5% - 10% lower --- LEAPs would be more attractive to acquire. AMAT LEAPs would be a must to have at these levels.

To: gugie who wrote (52072)	9/15/2001 4:56:00 AM
From: Sam Citron	Read Replies (1) \| Respond to of 70976

Mark, Good afternoon and thanks for checking in from the corporate trenches of post-SEMICON Taiwan as you await your flight back home. Always good to have a dose of AMAT the company instead of just AMAT the stock. Sure hope the dog and pony show went well and that you sell a ton of equipment to TSM. During the trading holiday, as you see, we're keeping ourselves busy by theorizing how to keep the world safe for the next upturn. Glad to hear you're getting some mileage out of that cell phone. Hope there is some inducement soon for you to replace it with a newer model (short of destruction, of course). We're all flush with AMAT Leap calls (or in my case short naked Leap puts) and need something to kickstart this recovery, at least before they expire in Jan '03. RFMD reported some encouraging news on Monday but Cary shot it down as "too small and too close to the leading edge to be used as a barometer". Nevertheless, picked up a few shares of RFMD and a bunch of NOK (their biggest customer) in the last few minutes of trading Monday. Other than that, I'll try to keep my telecom powder as dry as possible until December, when I'll probably take a flyer on LU for at least a January bounce, but possibly a much longer ride. It may interest you that CNBC reported yesterday on a potential bailout package for the domestic US airline industry. Brian, get back on that plane to Peru! And, needless to say Mark, good luck and godspeed on your homecoming. Cheers, Sam

To: gugie who wrote (52072)	9/16/2001 1:10:51 AM
From: StanX Long	Respond to of 70976

Mark; hope you're able to return soon. It’s nice here today in SCLA, I took my typical “nice drive”. I saw more flag, ribbons and symbols of the USA today, and then I would have seen on a typical "Fourth of July". Makes me proud, much like my donating to the United Way and having my Company match my contributions. I hope everyone who can take advantage of a Company Matching programs does contribute. I hope to see many more companies take this stand of generosity and unity. :0) Stan