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

To: Ian@SI who wrote (52475)	9/18/2001 5:49:52 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Am I reading this correctly? AMAT at 36+ in AH?

To: Ian@SI who wrote (52475)	9/18/2001 6:55:13 PM
From: Cary Salsberg	Respond to of 70976

GNSS is uniquely positioned in the flat panel display arena. I have been watching them for almost a year and a half. Watching doesn't make one any money. In my defense, their sales never seemed to meet the prospects that their niche held. Maybe, it is starting, or, maybe, it reflects wishful thinking about Christmas sales. Place your bets. Or not!

To: Ian@SI who wrote (52475)	9/19/2001 12:14:59 AM
From: Sam Citron	Read Replies (1) \| Respond to of 70976

Ian, RE GNSS This overzealousness of a few traders in an illiquid Rosha Shona afterhours market is not surprising, but it will probably quickly be erased in the days ahead. Certainly there is high elasticity of demand for LCD display, especially as retail prices have begun to penetrate the $300 region. And now production will crank up and bring great economies of scale. CRTs will quickly become antiques. But with the economy headed toward a tailspin, I expect the prevailing appetite for stocks to be somber at best. It is too bad the price elasticity of demand for shares is negative. ;-(