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

To: Bill F. who wrote (55014)	11/2/2001 9:57:47 AM
From: Cary Salsberg	Read Replies (3) \| Respond to of 70976

If you are really Bill Fleckenstien, I read your column for a number of years. I have been bearish on this thread for quite a while, but your AMAT statements need substantiation. It is easy to be bearish in the face of current economic and political news. It is easy to throw out numbers like $15-20 and point to previous P/S ratios at historical bottoms. Unfortunately, when it is easy to take a position with respect to the market, that position is likely to be wrong.