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

To: Justa Werkenstiff who wrote (54595)	10/24/2001 2:02:09 PM
From: Qualified Opinion	Read Replies (2) \| Respond to of 70976

Even more interesting is the rotational pump and dump on this stock. Seems like brokerage analysts are playing the game. I am still waiting for a huge discount to buy. My investment philosophy still requires underlying fundamental value to justify buying at a particular price. The value in the year 1998 is a good reference.

To: Justa Werkenstiff who wrote (54595)	10/24/2001 7:35:05 PM
From: robert b furman	Respond to of 70976

Hi Justa, I agree with all the points you make. On a more positive side I'm being positive in my thoughts.As I recall past troughs the recovery was well on its way (with respect to stock price) when it was (in retrospect) confirmed to be the bottom in shipments. In 98 I never knew a recovery was imminent or happening but the price kept going up in anticipation of Mr Market becoming aware of the reality. This segment's cycles require one to anticipate in advance the turn. It drives one crazy during the bottoms false starts.However thruout the total cycle one's patience is justly rewarded. I'm not hung up on when the bottom comes in or is confirmed - I've placed my commitments and have achieved capital gains status on about 50 % of my portfolio.From here on out it is just a game of leveraging up on trend lines when established. I for one will be tickled pink when it becomes cool to hear the masses "buying on the dips again".hehehe That's when it is fun - cause I'm gonna have me a cushion and peace of mind.ggg Bob